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Duncan Williams Asset Management, Llc
Memphis, Tennessee
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
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
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Reviews for Duncan Williams Asset Management, Llc
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