Zeliff Wallace Jackson Investment Counsel Inc (Atlanta)

Name: Zeliff Wallace Jackson Investment Counsel Inc
Address: 75 14 Th Street Ne, Atlanta, GA, 30309 7604
Telephone: 404-873-2211

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.

Zeliff Wallace Jackson Investment Counsel: assets under management

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 firm manages $916.57 million in discretionary accounts and $37.39 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $876.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $18.7 million.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Zeliff Wallace Jackson Investment Counsel Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Judson Wallace	Executive vice president	1 Apr 1981	25% - 50%	1031940
Kelen Fulmer Quinn	Senior vice president	1 Mar 1983	Other	1267397
Kendall Jerome Zeliff	Chairman	1 Aug 2000	Other	476197
Clayton Jackson	President	1 Aug 2000	50% - 75%	2520920
Charles Lyndorf Iii Abney	Vice president	1 Aug 2000	Other	2711031
Bruce Andrew Hauptfuhrer	Vice president	1 Aug 2000	Other	4381050
Clayton Franklin Jackson	President	1 Aug 2000	50% - 75%	2520920
Kendall Jerome Zeliff	Portfolio manager	1 Jan 2003	Other	476197
Charles Lyndorf Iii Abney	Senior vice president	1 Jul 2003	Other	2711031
John Bartlett Shepard	Vice president	1 Oct 2003	Other	4371652
Charles Lyndorf Iii Abney	Senior vice president	1 Aug 2004	Other	2711031
Charles Lyndorf Abney	Senior vice president	1 Aug 2004	Other	2711031
John Bartlett Shepard	Senior vice president	1 Oct 2004	Other	4371652
Stacey Devan Ewing	Vice president	1 Oct 2004	Other	4407699
Bradford Sidney Johnston Young	Vice president	1 Dec 2004	Other	4899077

Based in Atlanta

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.