Eliot Finkel Investment Counsel, LLC
● SEC registered since 1974CRD 104695SEC# 801-10139Beverly Hills, CA
Reg. AUM
$187M
Employees
3
Accounts
174
Location
Beverly Hills, CA
Eliot Finkel Investment Counsel, LLC assets under management
Eliot Finkel Investment Counsel, LLC is a registered investment adviser overseen by the SEC based in Beverly Hills, CA. The firm has been registered since 1974. It reports $187 million in regulatory assets under management and employs 3 people.
Eliot Finkel Investment Counsel, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eliot Michelow Finkel Control | Managing Member | Over 75% | 1974 |
| Peter Heller Finkel Control | Member, Chief Compliance Officer | Under 5% | 2004 |
Frequently asked questions
How much does Eliot Finkel Investment Counsel, LLC manage?
Eliot Finkel Investment Counsel, LLC reports $187 million in regulatory assets under management on its Form ADV.
How many employees does Eliot Finkel Investment Counsel, LLC have?
Eliot Finkel Investment Counsel, LLC reports 3 employees.
Where is Eliot Finkel Investment Counsel, LLC located?
Eliot Finkel Investment Counsel, LLC is based in Beverly Hills, CA and has been SEC-registered since 1974.
Does Eliot Finkel Investment Counsel, LLC disclose fund performance?
Eliot Finkel Investment Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9401 Wilshire Boulevard, Suite 830, Beverly Hills, CA 90212 |
| Phone | 310-271-2521 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1641643 |
| Discloses disciplinary history | No |
Regulatory AUM
$187M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$187Mregulatory AUM
Discretionary $187M