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Home > Retirement Planners > georgia > atlanta > ZWJ INVESTMENT COUNSEL INC
ZWJ INVESTMENT COUNSEL INC
75 14th Street Ne
Suite 2900
Atlanta, Georgia 30309-7604
Tel: 404-873-2211
About ZWJ INVESTMENT COUNSEL INC
ZWJ INVESTMENT COUNSEL INC, formally registered with the SEC as ZWJ INVESTMENT COUNSEL INC. The firm was established in 08/10/1981. They have over 1 offices throughout the country.
ZWJ INVESTMENT COUNSEL INC is a Atlanta, Georgia based Financial Planning firm with nearly $3,541,146,369 assets under management, offering retirement planning & investment advisory services to 2414 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110397 |
| SEC# | 801-16306 |
| Assets Managed by Firm | $3,541,146,369 |
| No. of Clients | 2414 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2414 | $3,541,146,369 |
| Individuals (other than high net worth individuals) | 355 | $172,641,518 |
| High net worth individuals | 573 | $2,977,371,109 |
| Pension and profit sharing plans | 13 | $53,826,087 |
| Charitable organizations | 35 | $193,708,097 |
| Corporations or other businesses | 20 | $125,572,066 |
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