Updated October 02, 2023
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Woodmont Investment Counsel

Investment Advisor Firm
Total assets under management$1.2B
Years in business24+

About Woodmont Investment Counsel

Woodmont Investment Counsel is a dedicated independent registered investment advisor (RIA) founded in 2000. With approximately $1.3 billion in assets under management as of January 2023, they prioritize continuous improvement to enhance their clients' experiences.

Their values serve as a compass, ensuring that clients' financial objectives, whether individual or institutional, are at the forefront of their services. As fiduciaries, Woodmont always prioritizes their clients' interests, transparently disclosing fees and potential conflicts of interest.

The firm boasts a team of seasoned professionals with extensive investment experience spanning various market cycles. They provide expert financial planning, navigating the complexities of retirement, estate, and tax policies to meet clients' evolving needs.

Woodmont Investment Counsel's commitment to understanding their clients' goals and their unwavering dedication to acting in the client's best interests make them a trusted partner in the pursuit of financial success.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management
  2. Wealth Management
  3. Financial Planning and Counsel

More about Woodmont Investment Counsel

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
10977913

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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