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DUNCAN WILLIAMS ASSET MANAGEMENT

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served21+5 YoYRank #722 of mapped providers
Assets under administration$935M0.0%Market share · rank #4240
Fees received$1MMedian $25,634/planSum across Schedule C direct + indirect
Net wins YoY+57 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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