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JOEL R. MOGY INVESTMENT COUNSEL INC.
CRD 111622 · SEC 801-15669
315 SOUTH BEVERLY DRIVE, SUITE 400, BEVERLY HILLS, CA, 90212-4301, United States
Phone
(310) 552-0529
Fax
(310) 552-0109
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.18B
Discretionary AUM
$2.18B
Team
9 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; TRUSTEE FEES
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)TRUST
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $12.7M |
| High net worth individuals | 208 | $2.09B |
| Pension/profit sharing plans | 1 | $18.3M |
| Charitable organizations | 16 | $56.7M |
| Corporations/business entities | 1 | $524K |
States served
CA, CO, NY, OR, WA, TX, CT
All web addresses on file
Official SEC filing: View on IAPD