1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ZWJ INVESTMENT COUNSEL INC

Map pinATLANTA, GA
Phone404-873-2211
NotebookSEC #801-16306
Total AUM
$4.2B
Employees
20
Clients
1,062

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 14TH STREET NE
SUITE 2900
ATLANTA
GA 30309-7604
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
404-873-2211

ReceiptFinancials

Total AUM
$4.2B
Accounts
2,387
Discretionary
$4.2B
Accounts
2,387
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
334
AUM
$153M
HNW Individual Clients
656
AUM
$3.7B
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
9
AUM
$38.1M
Charitable Organization Clients
32
AUM
$229.6M
Government Entity Clients
2
AUM
$21.3M
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
25
AUM
$129.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLGAILLAMAMDMNMSNCNHNMNYOHPASCTNTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account