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 registered investment adviser formed as a limited liability company and registered with the SEC since 1974. The firm is owner-operated and charges clients on a percentage-of-AUM basis. Its client mix includes high-net-worth individuals and families as well as institutional relationships. Advisory services focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Contacts
2 of 2PETER FINKEL
Investment AdviserCRD 2840047
ELIOT FINKEL
FounderCRD 4347629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$419K in ETFs
100%
$419K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $419K | 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
Similar firms
TRYPERION MANAGER LLC
RIABeverly Hills, CA
LEWIS CAPITAL MANAGEMENT
RIABeverly Hills, CA
GREAT GABLE WEALTH MANAGEMENT, LLC
RIABeverly Hills, CA
GALLIOTT CAPITAL ADVISORS, LLC
RIABeverly Hills, CA
TILLER PARTNERS, LLC
RIABeverly Hills, CA
THE GORES GROUP, LLC
RIABeverly Hills, CA