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Home > Retirement Planners > california > beverly hills > ELIOT FINKEL INVESTMENT COUNSEL, LLC
ELIOT FINKEL INVESTMENT COUNSEL, LLC
9401 Wilshire Boulevard
Suite 830
Beverly Hills, California 90212
Tel: 310-271-2521
About ELIOT FINKEL INVESTMENT COUNSEL, LLC
ELIOT FINKEL INVESTMENT COUNSEL, LLC, formally registered with the SEC as ELIOT FINKEL INVESTMENT COUNSEL, LLC. The firm was established in 08/28/1974. They have over 2 offices throughout the country.
ELIOT FINKEL INVESTMENT COUNSEL, LLC is a Beverly Hills, California based Financial Planning firm with nearly $173,514,265 assets under management, offering retirement planning & investment advisory services to 198 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104695 |
| SEC# | 801-10139 |
| Assets Managed by Firm | $173,514,265 |
| No. of Clients | 198 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 198 | $173,514,265 |
| Individuals (other than high net worth individuals) | 31 | $14,650,951 |
| High net worth individuals | 47 | $142,170,003 |
| Pension and profit sharing plans | 4 | $16,693,311 |
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