Duncan Williams Asset Management Review


Trust Score 80%
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Last updated: May 26th, 2019. Data source: SEC filings.

Duncan Williams Asset Management, federally registered in 2015, is a Registered Investment Advisor (RIA) in 14 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.

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Firm Information


Feature Value
Minimum Investment $500,000
Average Client Balance $382,928
Hybrid Advisor Yes
Disciplinary History No
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, MS, NM, NC, ND, OH, PA, TN, TX


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