Duncan Williams Asset Management

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Trust Score 80%
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Duncan Williams Asset Management, federally registered in 2015, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of 5 advisors. Duncan Williams Asset Management manages $103.8 million and provides investment advisory services for 271 clients (1:55 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Top Advisor David Nicholas Scully
Avg Advisor Trust Score 94
Avg Advisor Years Registered 3
Minimum Investment $500,000
Average Client Balance $382,928
Total AUM $103.8 million
Advisor / Client Ratio 1:55
Headquarters Memphis, TN
SEC Filings Forms and Brochures    (CRD # 174809)
State(s) Registered AL, AR, CA, FL, GA, LA, MA, MS, MO, NM, NC, ND, OH, PA, TN, TX

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Mike wrote: How many advisors work for Duncan Williams?

22 days ago
Response from Jessica H at Investor.com

Currently, Duncan Williams Asset Management employees five investment advisors and one individual that is dually-registered as a broker and an investment advisor.