JOEL R. MOGY INVESTMENT COUNSEL INC.

315 South Beverly Drive
Suite 400
Beverly Hills, California 90212-4301
Tel: (310) 552-0529

About JOEL R. MOGY INVESTMENT COUNSEL INC.

JOEL R MOGY INVESTMENT COUNSEL INC, formally registered with the SEC as JOEL R MOGY INVESTMENT COUNSEL INC. The firm was established in 10/01/1980. They have over 1 offices throughout the country.

JOEL R. MOGY INVESTMENT COUNSEL INC. is a Beverly Hills, California based Financial Planning firm with nearly $1,665,610,255 assets under management, offering retirement planning & investment advisory services to 592 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111622
SEC#	801-15669
Assets Managed by Firm	$1,665,610,255
No. of Clients	592
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees
Other (TRUSTEE FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (TRUST)

Firm Client Information

	No. of Clients	AUM
Firm Total	592	$1,665,610,255
Individuals (other than high net worth individuals)	48	$15,904,106
High net worth individuals	186	$1,578,346,889
Pension and profit sharing plans	Fewer than 5 clients	$26,985,748
Charitable organizations	18	$43,894,005
Corporations or other businesses	Fewer than 5 clients	$479,507

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