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Zwj Investment Counsel Inc

● SEC registered since 1981CRD 110397SEC# 801-16306Atlanta, GA
Export (members)
Reg. AUM
$3.86B
Employees
19
Accounts
2,293
Location
Atlanta, GA

Zwj Investment Counsel Inc assets under management

Zwj Investment Counsel Inc is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 1981. It reports $3.9 billion in regulatory assets under management and employs 19 people.

Zwj Investment Counsel Inc owners & executives

6 reported
NameTitleOwnershipSince
Bradford Sidney Johnston YoungVice President5-10%2004
Casey John Flanagan ControlSenior Vice President10-25%2023
Charles Lyndorf Abney ControlSenior Vice President10-25%2004
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Frequently asked questions

How much does Zwj Investment Counsel Inc manage?

Zwj Investment Counsel Inc reports $3.9 billion in regulatory assets under management on its Form ADV.

How many employees does Zwj Investment Counsel Inc have?

Zwj Investment Counsel Inc reports 19 employees.

Where is Zwj Investment Counsel Inc located?

Zwj Investment Counsel Inc is based in Atlanta, GA and has been SEC-registered since 1981.

Does Zwj Investment Counsel Inc disclose fund performance?

Zwj Investment Counsel Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address75 14th Street NE, Suite 2900, Atlanta, GA 30309-7604
Phone404-873-2211
Fax404-873-6424
Office hours9 a.m. To 5 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK842782
Discloses disciplinary historyNo

Assets under management

Discretionary$3.55B
Non-discretionary$301.7M
Total (RAUM)$3.86B