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Building 2ELIOT FINKEL INVESTMENT COUNSEL, LLC

Map pinBEVERLY HILLS, CA
Phone310-271-2521
NotebookSEC #801-10139
Total AUM
$187M
Employees
3
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9401 WILSHIRE BOULEVARD
SUITE 830
BEVERLY HILLS
CA 90212
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
310-271-2521
Other Offices
1

ReceiptFinancials

Total AUM
$187M
Accounts
174
Discretionary
$187M
Accounts
174
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$17.7M
HNW Individual Clients
38
AUM
$163M
Pension/Profit Sharing Plan Clients
2
AUM
$6.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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