Summary
ZWJ Investment Counsel
Founded in 1981
Description
WE BELIEVE THAT OUR CLIENTS FINANCIAL SUCCESS IS BEST SERVED THROUGH A STRONG RELATIONSHIP AND INVESTMENT STRATEGY THAT TAKE THE LONG VIEW.
Strengths
- ZWJ Investment Counsel has a strong market share in their industry
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
- Since ZWJ Investment Counsel was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
ZWJ Investment Counsel's annual revenue
$4335000
Based on Kona Equity data
-
Revenue per employee
$270937
-
Variance of revenue growth
0.01
-
Annual revenue growth since founding
$116585
-
Revenue growth rate from first known quarter to current
-14.6%
Employee Count
16 employees
-
Employee growth rate from first known quarter to current
-21.4%
Executives
Robin Frampton
Controller
r**@zwjic.comEmilie Hill
Assistant Portfolio Manager
e**@zwjic.comDianne Jones
Trader
d**@zwjic.comClayton Jackson
Committee Director, Investment & President, Regulatory Contact
c**@zwjic.comAmy Bearden
Client Service Manager
a**@zwjic.comBradford Young
Portfolio Manager & Principal & Vice President
b**@zwjic.comValary Collier
Client Service
v**@zwjic.comKevin Yang
Equity Research Analyst
k**@zwjic.comMichele Kahle
Zwj Investment Counsel
m**@zwjic.comCharles Abney
Director
c**@zwjic.comKrista Cosgrove
Principal
k**@zwjic.comCasey Flanagan
Portfolio Manager
c**@zwjic.comJohn Shepard
Committee Director, Investment & Portfolio Manager & Senior VP
j**@zwjic.comIza Dyoniziak
Zwj Investment Counsel
i**@zwjic.comG Score - 4
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
Location
Unlock unlimited leads
Similar Companies
Rosenblum Silverman Sutton Investment Counsel
rssic.com- Founded in 1983
- Location: San Francisco, CA
- Annual Revenue: $1.7M
- Employees: 4
- We specialize in two services: managing investment portfolios and acting as a fiduciary assisting our clients with all their financial matters.
Wainwright Investment Counsel LLC
winvcounsel.com- Founded in 1999
- Location: Boston, MA
- Annual Revenue: $3.3M
- Employees: 16
- Wainwright Investment Counsel LLC is an SEC Registered Investment Advisor that provides independent and objective investment counsel. They specialize in building customized, diversified portfolios tailored to their clients' investment objectives, risk ...
Lussenheide Capital Management
investmentwarrior.com- Founded in 2003
- Location: Florence, MT
- Annual Revenue: $1.1M
- Employees: 4
Colchester Investment Counsel LLC
colchesteric.com- Founded in 2000
- Location: Ridgefield, CT
- Annual Revenue: $1.5M
- Employees: 4
- Colchester Investment Counsel is an independent investment management firm founded in 2000. They offer objective, customized, and effective investment solutions, and provide an unsurpassed level of personal service to their clients.
Sulzberger Capital Advisors Inc
sulzbergercapital.com- Founded in 2014
- Location: Miami, FL
- Annual Revenue: $1.1M
- Employees: 4
- Sulzberger Capital Advisors is a Miami-based wealth management firm that provides investment options and personalized financial services to individual clients in the US and internationally. They specialize in creating customized investment solutions to...
Cresta Advisors
crestaadvisors.com- Founded in 2013
- Location: Laredo, TX
- Annual Revenue: $1.1M
- Employees: 4
- Cresta Advisors is an independent Registered Investment Advisory firm that provides personalized investment advice and planning. They focus on discretionary account management through the implementation of their proprietary investment models in their c...
Key Information
- Name: ZWJ Investment Counsel
- Category: Financial services
- Industry: Financial Planner
- SIC: 62; 628
- NAICS: 523; 52393
See similar companies
-
By City Atlanta Small Financial Planner in Atlanta Mid-size Financial Planner in Atlanta Financial services in Atlanta Small Financial services in Atlanta Mid-size Financial services in Atlanta
-
By State GA Small companies in GA Financial services in GA Small Financial services in GA Mid-size Financial services in GA Small Financial Planner in GA Mid-size Financial Planner in GA
-
By Category Financial services Small Financial services Mid-size Financial services
-
By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Financial services and Financial Planner
-
Firmographic data G Score of 4 Founded in 1981 SIC: 62 SIC: 628 NAICS: 523 NAICS: 52393 #Investment Banking #Finance
Frequently Asked Questions
ZWJ Investment Counsel's headquarters are located at 75 14TH St. NE Atlanta, GA 30309.
ZWJ Investment Counsel's official website is zwjic.com
ZWJ Investment Counsel's annual revenue is $4.3 M.
ZWJ Investment Counsel's SIC: 62; 628
ZWJ Investment Counsel's NAICS: 523; 52393.
ZWJ Investment Counsel has 16 employees
ZWJ Investment Counsel is in the industry of Financial services.
