Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > los angeles > SFE INVESTMENT COUNSEL INC.
SFE INVESTMENT COUNSEL INC.
801 S. Figueroa Street
Suite 610
Los Angeles, California 90017
Tel: 213-612-0220
About SFE INVESTMENT COUNSEL INC.
SFE INVESTMENT COUNSEL INC, formally registered with the SEC as SFE INVESTMENT COUNSEL INC. The firm was established in 10/24/2007. They have over 1 offices throughout the country.
SFE INVESTMENT COUNSEL INC. is a Los Angeles, California based Financial Planning firm with nearly $581,606,303 assets under management, offering retirement planning & investment advisory services to 772 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145530 |
| SEC# | 801-68580 |
| Assets Managed by Firm | $581,606,303 |
| No. of Clients | 772 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 772 | $581,606,303 |
| Individuals (other than high net worth individuals) | 724 | $162,127,454 |
| High net worth individuals | 138 | $332,255,602 |
| Charitable organizations | 10 | $60,959,166 |
| Other investment advisers | 14 | $12,414,634 |
| Corporations or other businesses | 2 | $7,903,499 |
More Retirement Planning firms in Los Angeles, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Los Angeles, California