Zeliff Wallace Jackson Investment Counsel Inc is a large advisory firm based in Atlanta. It manages $953.96 million of regulatory assets for 1,048 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Florida, and 9 other states.
Zeliff Wallace Jackson Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Zeliff Wallace Jackson Investment Counsel Inc is $953.96 million. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Zeliff Wallace Jackson Investment Counsel Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kendall Jerome Zeliff has been acting as President since 1 Aug 2000. Bradford Sidney Johnston Young joined the executive team most recently as the Vice President.
The principal office where Zeliff Wallace Jackson Investment Counsel Inc performs its advisory services is located at 75 14 Th Street Ne, Atlanta, GA 30309 7604, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-873-2211 or by fax 404-873-6424. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at zwjic.com.