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Building 2INVERNESS COUNSEL, LLC

Map pinNEW YORK, NY
Phone212-207-2100
NotebookSEC #801-40161
Total AUM
$4.5B
Employees
28
Clients
1,037

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
845 THIRD AVENUE
8TH FLOOR
NEW YORK
NY 10022-6601
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
212-207-2100

ReceiptFinancials

Total AUM
$4.5B
Accounts
1,037
Discretionary
$3.8B
Accounts
882
Non-Discretionary
$629.5M
Accounts
155

ContactClients

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Individual Clients
398
AUM
$112.3M
HNW Individual Clients
528
AUM
$2.6B
Pension/Profit Sharing Plan Clients
12
AUM
$795.5M
Charitable Organization Clients
55
AUM
$544.1M
Corporation or Business Clients
44
AUM
$415.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGALAMAMDMIMSNCNHNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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