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ZWJ INVESTMENT COUNSEL INC
CRD 110397 · SEC 801-16306
75 14TH STREET NE, SUITE 2900, ATLANTA, GA, 30309-7604, United States
Phone
404-873-2211
Fax
404-873-6424
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.23B
Discretionary AUM
$4.23B
Team
20 total employees; 12 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 334 | $153.0M |
| High net worth individuals | 656 | $3.65B |
| Pension/profit sharing plans | 9 | $38.1M |
| Charitable organizations | 32 | $229.6M |
| State/municipal entities | 2 | $21.3M |
| Corporations/business entities | 25 | $129.9M |
States served
AL, CA, CO, GA, IL, LA, MD, MA, MN, MS, NM, NY, NC, OH, PA, SC, TN, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD