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| Duncan Williams Asset Management LLC
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| |
|---|---|
| CRD # | 174809 |
| SEC # | 801-81015 |
| CIK # | 0002011771 |
| AUM | $1.0 BB (2024-03-25) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 901-435-4250 |
| Address | 5350 Poplar Avenue Memphis, TN 38119 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 6.8 | |
| FHN | 11,917.0 | 5.5 | |
| AAPL | 2,382,844.0 | 2.4 | |
| AZO | 41,417.6 | 2.0 | |
| AMZN | 1,092,997.8 | 1.9 | |
| KKR | 28,777.0 | 1.4 | |
| MA | 309,583.1 | 1.3 | |
| V | 419,260.5 | 1.2 | |
| NVDA | 399,550.0 | 1.1 | |
| UNH | 477,004.0 | 1.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 478 | 101.9 |
| (b) Individuals (high net worth individuals) | 60 | 171.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 90 | 610.5 |
| (h) Charitable organizations | 43 | 102.1 |
| (i) State or municipal government entities | 2 | 10.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 25.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,286 | 1,022.1 |
| By Discretionary | ||
| Discretionary | 1,184 | 797.1 |
| Non-Discretionary | 102 | 224.9 |
| Total | 1,286 | 1,022.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,022.1 | |
| Total | 1,286 | 1,022.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002011771] |
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|---|---|---|
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IL | 1.0 |
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Greystone Financial Group LLC
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