Duncan Williams Asset Management, LLC, based out of Memphis, TN, is a prominent local investment advisory firm with over 440 individual clients and a remarkable $632,026,000 in assets under management. With one office location, the firm serves a diverse range of clients seeking expert guidance in their investment decisions. While 401K and individual accounts make up less than 30% of their assets under management, Duncan Williams Asset Management, LLC possesses the capability to effectively manage employer funds.
Impressively, 93% of the assets they manage are discretionary, showcasing their expertise in providing tailored investm...
See more
Loading...
Assets Under Mgmt
$632.03M
Investment Professionals
9
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.