Woodmont Advisory Group, Inc., a small investment advisory firm based out of Brandon, MS, serves over 350 individual clients and manages a substantial $172,598,000 in assets. With their sole office located in Brandon, the firm possesses the expertise to manage employer funds, although less than 30% of their assets under management come from 401K and individual accounts. Their distinguishing feature lies in the fact that 100% of the assets they handle are discretionary. Catering primarily to high-net-worth individuals, Woodmont Advisory Group, Inc. prides itself on its strong client base and personalized service. Their compensatio...