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DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
CRD 174809 · SEC 801-81015
5350 POPLAR AVENUE, SUITE 600, MEMPHIS, TN, 38119, United States
Phone
(901) 435-4250
Fax
(901) 435-4052
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.69B
Discretionary AUM
$2.25B
Team
21 total employees; 15 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1604 | $318.2M |
| High net worth individuals | 397 | $482.2M |
| Pension/profit sharing plans | 140 | $1.63B |
| Charitable organizations | 63 | $139.1M |
| State/municipal entities | 2 | $11.7M |
| Corporations/business entities | 32 | $109.5M |
States served
AL, AZ, AR, CA, CO, GA, IL, LA, MD, MA, MI, MS, NM, NY, NC, ND, OH, OR, PA, SC, TN, VA, MO, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD