Duncan Williams Asset Management
Investment Management • 
Memphis, Tennessee, United States • 21-50 Employees
Company overview
| Headquarters | 6263 Poplar Avenue, Suite 300, Memphis, Tennessee 38119, US |
| Phone number | +19014354250 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 2015 |
| Employees | 21-50 |
| Socials |
Key Contact at Duncan Williams Asset Management
Peyton Wade
Vice President
Duncan Williams Asset Management Email Formats
Duncan Williams Asset Management uses 4 email formats. The most common is {first initial} (e.g., j@dwassetmgmt.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@dwassetmgmt.com | 66.7% |
{first name} | john@dwassetmgmt.com | 22.2% |
{first name}{last name} | johndoe@dwassetmgmt.com | 5.6% |
{last name}{last name} | doedoe@dwassetmgmt.com | 5.6% |
About Duncan Williams Asset Management
Memphis-based Duncan Williams Asset Management is a new enterprise formed to meet the needs of individual investors, business owners and foundations. Duncan Williams Asset Management combines experience with entrepreneurism, wisdom with innovation, and drive with diligence. Our bottom line isn’t just about income and earnings. Both the firm’s founder and its financial advisors are passionate about growing a thriving community, helping their neighbors, and being part of the change they hope to see. Collectively, Duncan Williams Asset Management is a force for good, with a strong internal culture of leadership, generosity, and philanthropy. Duncan Williams Asset Management is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Duncan Williams Asset Management by the SEC, nor does it indicate that Duncan Williams Asset Management has attained a particular level of skill or ability. This material prepared by Duncan Williams Asset Management is for informational purposes only and is accurate as of the date it was prepared. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Advisory services are only offered to clients or prospective clients where Duncan Williams Asset Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Duncan Williams Asset Management unless a client service agreement is in place. This material is not intended to serve as personalized tax, legal and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Duncan Williams Asset Management is not a legal or accounting firm. Please consult with your legal or tax professional regarding your specific tax situation when determining if any of the mentioned strategies are right for you.
Duncan Williams Asset Management revenue & valuation
| Annual revenue | $1,882,210 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $6,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Duncan Williams Asset Management has 8 employees across 2 departments.
Departments
Number of employees
Funding Data
Duncan Williams Asset Management has never raised funding before.
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