ZWJ Investment Counsel is an investment advisor in Atlanta with $3.22 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Zeliff Wallace Jackson Investment Counsel Inc
SEC CIK
IRS number
581434494
SEC advisor number
801-16306
FINRA CRD number
110397
AUM ?
$3.54 bn
(as of 15 Mar 24)
Accounts
2,414
(as of 15 Mar 24)
Employees
19
(13 investment advisory or research)
Address
ZWJ Investment Counsel
75 14TH STREET NE
SUITE 2900
ATLANTA
GA 30309-7604
75 14TH STREET NE
SUITE 2900
ATLANTA
GA 30309-7604
Phone
4048732211
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jul 24
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22