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ELIOT FINKEL INVESTMENT COUNSEL, LLC
CRD 104695 · SEC 801-10139
9401 WILSHIRE BOULEVARD, SUITE 830, BEVERLY HILLS, CA, 90212, United States
Phone
310-271-2521
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$187.0M
Discretionary AUM
$187.0M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $17.7M |
| High net worth individuals | 38 | $163.0M |
| Pension/profit sharing plans | 2 | $6.2M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD