3825 Bedford Ave
Suite 202
Nashville, Tennessee 37215
Tel: 615-297-6144
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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