DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

5350 Poplar Avenue
Suite 600
Memphis, Tennessee 38119
Tel: (901) 435-4250

About DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC, formally registered with the SEC as DUNCAN WILLIAMS ASSET MANAGEMENT, LLC. The firm was established in 03/09/2015. They have over 1 offices throughout the country.

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $1,022,050,100 assets under management, offering retirement planning & investment advisory services to 1286 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174809
SEC#	801-81015
Assets Managed by Firm	$1,022,050,100
No. of Clients	1286
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1286	$1,022,050,100
Individuals (other than high net worth individuals)	478	$101,929,212
High net worth individuals	60	$171,647,242
Pension and profit sharing plans	90	$610,542,584
Charitable organizations	43	$102,119,106
Corporations or other businesses	9	$25,180,286

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