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Woodmont Investment Counsel, LLC
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Overview Share
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Nashville, Tennessee
$841.6 million AUM
1 office

Woodmont Investment Counsel, LLC is based in Nashville, Tennessee and has $841.6 million in assets under management.

Location
401 Commerce Street
Suite 5400
Nashville, TN 37219
$841.6 million
AUM
9
Employees
AUM Share
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$841,616,414
Assets under management
810 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 161 $95,145,457 11% $590,966
High net worth individuals 146 $651,266,404 77% $4,460,729
Pooled investment vehicles 1 $8,257,317 1% $8,257,317
Pension and profit sharing plans 7 $4,149,886 0% $592,841
Charitable organizations 17 $82,797,350 10% $4,870,432
Employees Share
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9
Employees
7
Investment analysts
78% of total employees
AUM per employee Share
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$841,616,414
Assets under management
$93,512,935
AUM per employee
$120,230,916
AUM per investment analyst
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Compensation

Woodmont Investment Counsel, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Woodmont Investment Counsel, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Private investment fund management
Firm data Share
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CRD number 109,779
SEC number 801-57961
Legal structure Limited Liability Company
Legal governance Tennessee, United States
Latest ADV filing date March 30, 2020

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