Overview
Assets Under Management: $1.4 billion
Headquarters: NASHVILLE, TN
High-Net-Worth Clients: 311
Average Client Assets: $5 million
Frequently Asked Questions
WOODMONT INVESTMENT COUNSEL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109779), WOODMONT INVESTMENT COUNSEL, LLC is subject to fiduciary duty under federal law.
WOODMONT INVESTMENT COUNSEL, LLC is headquartered in NASHVILLE, TN.
WOODMONT INVESTMENT COUNSEL, LLC serves 311 high-net-worth clients according to their SEC filing dated November 05, 2024. View client details ↓
According to their SEC Form ADV, WOODMONT INVESTMENT COUNSEL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WOODMONT INVESTMENT COUNSEL, LLC manages $1.4 billion in client assets according to their SEC filing dated November 05, 2024.
According to their SEC Form ADV, WOODMONT INVESTMENT COUNSEL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 311
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.50
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,299
Discretionary Accounts: 1,283
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 109779
Last Filing Date: 2024-11-05 00:00:00
Website: https://woodmontcounsel.com