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 organized as an LLC and SEC-registered since 1974. The firm is owner-managed and charges clients a percentage-of-AUM advisory fee. Its stated advisory activities focus on financial planning and portfolio management for individuals and small businesses; its client base includes both individual/family and institutional relationships. The firm reports no active ESG investing program, is not a pension consultant, and does not position itself as a capital allocator.
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%
Contacts
2 of 2
Peter 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
$482K in ETFs
100%
$482K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $482K | 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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