Zwj Investment Counsel Inc is a large advisory firm based in Atlanta. It manages $2.06 billion of regulatory assets for 1,928 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, California, Colorado, and 13 other states.
Zwj Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Zwj Investment Counsel Inc is $2.06 billion. The firm's AUM has grown by 116% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Zwj Investment Counsel Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Clayton Franklin Jackson is high net worth individuals with 469 clients and $1.68 billion of assets under management. Among the 6 most similar advisory firms, Zwj Investment Counsel has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $2.06 billion for 839 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Zwj Investment Counsel doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Clayton Franklin Jackson has been acting as President since 1 Aug 2000. Glen Russell Carpenter joined the executive team most recently as the Vice President.
The principal office where Zwj Investment Counsel Inc performs its advisory services is located at 75 14 Th Street Ne, Atlanta, GA 30309 7604, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-873-2211 or by fax 404-873-6424. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at zwjic.com/.