Investment adviser · CRD 6950

DUNCAN-WILLIAMS, INC.

Investment adviser filing (IA)

MEMPHIS, TN, United States · Form ADV filed Oct 3, 2012

Regulatory AUM
$30M
Form ADV · Item 5.F
Client accounts
128
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 3, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

6750 POPLAR AVE. SUITE 300
MEMPHIS, TN, 38138, United States

CRD 6950

Filing source

Form ADV 667187 · Oct 3, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.