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Duncan Franklin Williams

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC·MEMPHIS, Tennessee
Unclaimed Profile
5350 POPLAR AVENUE, MEMPHIS, TN 38119CRD# 2085774Firm CRD# 174809
01

About

Duncan Franklin Williams is a registered financial advisor based in MEMPHIS, Tennessee, affiliated with DUNCAN WILLIAMS ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
AUM
$1.0B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at DUNCAN WILLIAMS ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2085774
Firm CRD# 174809
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Duncan Franklin Williams offer?
Duncan Franklin Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.
What are Duncan Franklin Williams's credentials?
Duncan Franklin Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Duncan Franklin Williams located?
Duncan Franklin Williams is based in MEMPHIS, Tennessee, working with DUNCAN WILLIAMS ASSET MANAGEMENT, LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.
How does Duncan Franklin Williams charge for services?
Duncan Franklin Williams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUNCAN WILLIAMS ASSET MANAGEMENT, LLC?
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC has approximately 15 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MEMPHIS
Michael Heflin Tindal — HIGHLAND CAPITAL MANAGEMENT, LLCSteven Michael Stack — HIGHLAND CAPITAL MANAGEMENT, LLCChristopher Webster Canale — CONSULTING SERVICES GROUP, LLCDavid Sewall Waddell — WADDELL & ASSOCIATES, LLCWilliam Robert Renovich — WOLF RIVER CAPITAL MANAGEMENT, LLC
Nearby cities in Tennessee
NASHVILLE (391)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)
City Guides
NASHVILLE GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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