Eliot Finkel Investment Counsel, LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 104695
- Registered since
- August 28, 1974
- Website
- www.efinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.2%
- Individuals9.48%
- Pension & Profit Sharing Plans3.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Eliot Finkel Investment Counsel, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 1974. The firm charges fees based on a percentage of assets under management and serves both individual/family and institutional clients. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses. The firm identifies equities as its principal focus and does not list ESG integration as an active investing priority.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- US Government Bonds8%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$492K in ETFs
100%
$492K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $492K | 645 | 100.00% |
Location
Beverly Hills, CA
Los Angeles
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 9401 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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