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Building 2WOODMONT INVESTMENT COUNSEL, LLC

Map pinNASHVILLE, TN
Phone615-297-6144
NotebookSEC #801-57961
Total AUM
$2B
Employees
15
Clients
468

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3825 BEDFORD AVE
SUITE 202
NASHVILLE
TN 37215
United States
Operating Hours
8:00AM TO 5:00 PM
Monday - Friday
Phone
615-297-6144
Other Offices
2

ReceiptFinancials

Total AUM
$2B
Accounts
1,469
Discretionary
$2B
Accounts
1,458
Non-Discretionary
$30.1M
Accounts
11

ContactClients

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Individual Clients
102
AUM
$65.1M
HNW Individual Clients
335
AUM
$1.7B
Pension/Profit Sharing Plan Clients
2
AUM
$347.4K
Charitable Organization Clients
27
AUM
$226.9M
Corporation or Business Clients
2
AUM
$5.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGAKYLAMIMSNCNHNYSCTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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