Overview
Assets Under Management: $1.4 billion
Headquarters: NASHVILLE, TN
High-Net-Worth Clients: 311
Average Client Assets: $5 million
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