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Patrick Thompson Burnett

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC·MEMPHIS, Tennessee
Unclaimed Profile
5350 POPLAR AVENUE, MEMPHIS, TN 38119CRD# 5988733Firm CRD# 174809
01

About

Patrick Thompson Burnett 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# 5988733
Firm CRD# 174809
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick Thompson Burnett offer?
Patrick Thompson Burnett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.
What are Patrick Thompson Burnett's credentials?
Patrick Thompson Burnett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Thompson Burnett located?
Patrick Thompson Burnett 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 Patrick Thompson Burnett charge for services?
Patrick Thompson Burnett'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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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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