Atlanta Investment Counsel LLC is an adviser based in Atlanta. It manages $13.59 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.
Atlanta Investment Counsel provides portfolio management for investment companies. 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 Atlanta Investment Counsel LLC is $13.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Atlanta Investment Counsel LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Carroll Douglas Davenport has been acting as President since 1 Sep 1998. Patricia Cleveland Howard joined the executive team most recently as the Chief Compliance Officer.
The principal office where Atlanta Investment Counsel LLC performs its advisory services is located at 4161 Harris Trail, Nw, Atlanta, GA 30327, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 404-841-6132 or by fax 603-368-8524. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.wisdomfund.com.