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SFE INVESTMENT COUNSEL INC.
CRD 145530 · SEC 801-68580
801 S. FIGUEROA STREET, SUITE 610, LOS ANGELES, CA, 90017, United States
Phone
213-612-0220
Fax
213-612-0329
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$748.4M
Discretionary AUM
$728.3M
Team
14 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2025-12-03
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 684 | $196.9M |
| High net worth individuals | 193 | $465.7M |
| Charitable organizations | 12 | $70.5M |
| Corporations/business entities | 3 | $9.1M |
States served
AZ, CA, NV, NY, OR, TN, WA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD