WOODMONT ADVISORY GROUP, INC. is a Brandon, Mississippi based financial advisory firm with nearly $172,597,662 in assets under management and provides investment advisory services for 359 clients. There are currently 2 financial advisors at the firm.
General Information |
| Firm CRD#: | 112276 | |
| SEC#: | 801-113349 | |
| Assets under Management: | $172,597,662 | |
| No. of Clients: | 359 | |
| No. of Advisors: | 2 | |
| Advisory Services Provided: | Portfolio Management for Individuals, Portfolio Management for Business | |
| Fee Structure: | A Percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| PHILLIPS WEALTH PLANNERS LLC | 319226 | 801-126127 | 2431 | 8 | $240,000,000 |
| SOUND FINANCIAL STRATEGIES GROUP, LLC | 286261 | 801-108894 | 1388 | 9 | $214,778,500 |
| LANGLEY WEALTH MANAGEMENT, LLC | 312823 | 801-120616 | 1350 | 6 | $203,887,472 |
| SIMPLIFIED WEALTH MANAGEMENT | 297059 | 801-123772 | 1338 | 6 | $121,023,916 |
| EFP ADVISORS | 161249 | 801-79242 | 1154 | 4 | $228,013,735 |
| NEW PERSPECTIVES, INC. | 113925 | 801-112730 | 1100 | 5 | $205,017,000 |
| EASLEY INVESTMENT CONSULTANTS, INC. | 307258 | 801-118212 | 812 | 4 | $161,864,543 |
| RESOLUTE WEALTH STRATEGIES, LLC | 318599 | 801-125835 | 547 | 5 | $227,966,725 |
| BANKPLUS WEALTH ADVISORS | 152588 | 801-121567 | 507 | 18 | $113,708,390 |
| WEALTHVIEW CAPITAL, LLC | 149476 | 801-79342 | 501 | 7 | $250,950,733 |
| COKER & PALMER | 29163 | 801-77645 | 427 | 18 | $136,751,929 |
| WOODMONT ADVISORY GROUP, INC. | 112276 | 801-113349 | 359 | 2 | $172,597,662 |
| DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC | 127506 | 801-123626 | 332 | 3 | $103,588,704 |
| ADDICUS ADVISORY, LLC | 282244 | 801-122401 | 331 | 31 | $131,560,899 |
| MCALLISTER CAPITAL MANAGEMENT | 115613 | 801-114794 | 168 | 3 | $170,048,550 |