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William Kirkus Dugdale

Montchanin Asset Management, LLC

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About William Kirkus Dugdale

William Kirkus Dugdale is an investment advisor representative registered with Montchanin Asset Management, LLC. William has been in the financial industry since September 2001. William holds a Series 65 license. William's firm specializes in providing portfolio management for individuals. William also has a Director (Board)/Investor role with Micropore Inc.

Firm Information

William Dugdale is currently registered with Montchanin Asset Management, LLC. Montchanin Asset Management, LLC is a registered investment advisor based in Montchanin, Delaware. The firm provides portfolio management services for individuals and has approximately $107.6 million in regulatory assets under management. They primarily serve high-net-worth individuals and other individuals, with a total of 104 accounts.
Montchanin Asset Management, LLC

10 WEST ROCKLAND ROAD

MONTCHANIN, DE 19710

$107.63M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Dugdale’s Registration & Firm History

DE

06/27/2019 - Present

Montchanin Asset Management, LLC (MONTCHANIN DE)

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Licenses & Designations

IA

Issued 06/14/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Kirkus Dugdale.
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