Zwj Investment Counsel Inc.
Zwj Investment Counsel Inc. (CRD# 110397) is a financial advisory firm headquartered in Atlanta, GA. They manage $3,541,146,369 in 2,414 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management3,541MILLION
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Total Number of Accounts2,414ACCOUNTS
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Average Account Value$1,466,921
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, CA, CO, CT, FL, GA, IL, LA, MA, MD, NC, NH, NM, NY, OH, PA, PR, SC, TN, TX, VA
Charles Abney (CRD# 2711031) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.
Glen Carpenter (CRD# 4855727) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.
Krista Cosgrove (CRD# 2167065) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.
Stacey Ewing (CRD# 4407699) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.
Emilie Hill (CRD# 6795135) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.
Clayton Jackson (CRD# 2520920) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has over 29 years of experience in the finance industry.
Robert Neville (CRD# 1414520) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has over 38 years of experience in the finance industry.
John Shepard (CRD# 4371652) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.
Kevin Yang (CRD# 5940910) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.
Bradford Young (CRD# 4899077) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.