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).

Current Firm Details

75 14th Street Ne, Suite 2900, Atlanta, GA 30309

http://www.zwjic.com/

By the Numbers

Total Assets Under Management

3,541

MILLION
Total Number of Accounts

2,414

ACCOUNTS
Average Account Value

$1,466,921

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

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)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AL, CA, CO, CT, FL, GA, IL, LA, MA, MD, NC, NH, NM, NY, OH, PA, PR, SC, TN, TX, VA

Financial Advisors at Zwj Investment Counsel Inc.

Showing 11 - 11 of 11 top financial advisors.

Casey J. Flanagan

CRD#: 7499600

75 14th Street Ne, Suite 2900, Atlanta, GA 30309

Casey Flanagan (CRD# 7499600) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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