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DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
MEMPHIS, Tennessee
·
7 registered advisors
·
CRD# 174809
SEC# 801-81015
0
(901) 435-4250
01
Firm Overview
AUM
$1.0B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
7 registered advisors
David Nicholas Scully
MEMPHIS, Tennessee
CRD# 5023371
Duncan Franklin Williams
MEMPHIS, Tennessee
CRD# 2085774
Franklin Farley Reid
MEMPHIS, Tennessee
CRD# 1393146
George Demetri Patikas
MEMPHIS, Tennessee
CRD# 2601622
Heather Diane Smith
MEMPHIS, Tennessee
CRD# 4349745
Kyle Hammett Gowen
MEMPHIS, Tennessee
CRD# 6183945
Patrick Thompson Burnett
MEMPHIS, Tennessee
CRD# 5988733
05
Office Locations
MEMPHIS, Tennessee
7 advisors
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Data sourced from SEC Form ADV filings. DUNCAN WILLIAMS ASSET MANAGEMENT, LLC (CRD# 174809) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.