Dakota
Dakota
Book a Demo
Talk to an Expert

Woodmont Investment Counsel

EST. AUM
$1,742,857,741

CONTACTS
11

CLIENT ACCOUNTS
1,569

Firm Details

Metro area Nashville
CRD Number 109779
Website woodmontcounsel.com
Client types

Overview

Woodmont Investment Counsel is a Nashville-based registered investment advisor (RIA) with approximately $1.6 billion in assets under management as of July 2024. The firm offers investment and wealth management services tailored to high-net-worth individuals, families, business owners, endowments, foundations, and trusts. Their services include customized financial planning, investment management, and institutional advisory services.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy