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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 $1,410,518,396 assets under management, offering retirement planning & investment advisory services to 1299 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109779 |
| SEC# | 801-57961 |
| Assets Managed by Firm | $1,410,518,396 |
| No. of Clients | 1299 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
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 | 1299 | $1,410,518,396 |
| Individuals (other than high net worth individuals) | 91 | $77,937,808 |
| High net worth individuals | 305 | $1,140,813,510 |
| Charitable organizations | 23 | $191,359,004 |
| Corporations or other businesses | 1 | $408,074 |
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