Zwj Investment Counsel
Investment Management, 75 14th St Ne, Atlanta, Georgia, 30309, United States, 11-50 Employees
Phone Number: +14*********
Who is ZWJ INVESTMENT COUNSEL
ZWJ Investment Counsel, a SEC Registered Investment Advisor (RIA), is an Atlanta-based boutique investment services firm working with affluent and high net worth clients, stewarding their...
Read More
-
Headquarters: 75 14th St Ne, Atlanta, Georgia, 30309, United States
-
Employees: 11-50
-
Revenue: $25 Million to $50 Million
Industry: Investment Management
SIC Code: 6211
|
NAICS Code: 523930 |
Show More
Does something look wrong? Fix it. | View contact records from ZWJ INVESTMENT COUNSEL
ZWJ Investment Counsel Org Chart and Mapping
Email
Phone
Sign in to CIENCE GO Data to uncover contact details
Free credits every month
Frequently Asked Questions Regarding ZWJ Investment Counsel
Answer: ZWJ Investment Counsel's headquarters are located at 75 14th St Ne, Atlanta, Georgia, 30309, United States
Answer: ZWJ Investment Counsel's phone number is +14*********
Answer: ZWJ Investment Counsel's official website is https://zwjic.com
Answer: ZWJ Investment Counsel's revenue is $25 Million to $50 Million
Answer: ZWJ Investment Counsel's SIC: 6211
Answer: ZWJ Investment Counsel's NAICS: 523930
Answer: ZWJ Investment Counsel has 11-50 employees
Answer: ZWJ Investment Counsel is in Investment Management
Answer: ZWJ Investment Counsel contact info: Phone number: +14********* Website: https://zwjic.com
Answer: ZWJ Investment Counsel, a SEC Registered Investment Advisor (RIA), is an Atlanta-based boutique investment services firm working with affluent and high net worth clients, stewarding their wealth since 1982. All investment team members at ZWJ hold a Chartered Financial Analyst (CFA) designation and have extensive financial markets expertise. ZWJ creates and actively manages custom individual stock and bond portfolios based on client goals, liquidity needs, and risk tolerance. Through close-working relationships built on trust and exceptional client experience, ZWJ guides clients through financial complexities with clarity and transparency working together to build confidence in their financial future. Located in the tower above the Four Seasons Hotel in Midtown, ZWJ is distinguished by the high touch service it offers its clients. Portfolio managers work to build long-term relationships with clients through active listening, being responsive to needs, and as fiduciaries always working towards client goals. ZWJ takes a pragmatic approach to investing, prudently managing clients assets to achieve their financial objectives. By managing investments directly, ZWJ is responsive to market changes and offers the flexibility to build individualized portfolios based on exacting needs. Advising individuals, corporations, and non-profits, ZWJ portfolio managers communicate directly with clients, sharing financial updates in a clear and effective manner. ZWJs well-credentialed and trusted professionals partner with clients to help them strategically navigate the complex financial landscape.
Premium Sales Data for Prospecting
-
Sales data across over 200M records
-
Up-to-date records (less decayed data)
-
Accurate Email Lists (real-world tested)
-
Powerful search engine and intuitive interface
Get Full Access
Sign in to CIENCE GO Data to uncover contact details
Free credits every month