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Building 2WOODMONT ADVISORY GROUP, INC.

Map pin
Phone601-724-1926
NotebookSEC #801-113349
Total AUM
$91.9M
Employees
2
Clients
298

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 A.M. TO 4:30 P.M.
Monday - Friday
Phone
601-724-1926

ReceiptFinancials

Total AUM
$91.9M
Accounts
298
Discretionary
$91.9M
Accounts
298
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
290
AUM
$18.5M
HNW Individual Clients
8
AUM
$73.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMSTNTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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