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WOODMONT INVESTMENT COUNSEL, LLC
3825 Bedford Ave
Suite 202
Nashville, Tennessee 37215
Tel: 615-297-6144
About WOODMONT INVESTMENT COUNSEL, LLC
WOODMONT INVESTMENT COUNSEL, LLC, formally registered with the SEC as WOODMONT INVESTMENT COUNSEL, LLC. The firm was established in 09/11/2000. They have over 2 offices throughout the country.
WOODMONT INVESTMENT COUNSEL, LLC is a Nashville, Tennessee based Financial Planning firm with nearly $1,247,837,157 assets under management, offering retirement planning & investment advisory services to 1176 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 109779 |
| SEC# | 801-57961 |
| Assets Managed by Firm | $1,247,837,157 |
| No. of Clients | 1176 |
| No. of Advisors | 13 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1176 | $1,247,837,157 |
| Individuals (other than high net worth individuals) | 73 | $26,781,414 |
| High net worth individuals | 312 | $1,057,816,298 |
| Pension and profit sharing plans | 1 | $15,711 |
| Charitable organizations | 21 | $126,427,052 |
| Other investment advisers | 1 | $24,142,506 |
| Corporations or other businesses | 1 | $12,654,176 |
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