Joel R. Mogy Investment Counsel Inc.
● SEC registered since 1980CRD 111622SEC# 801-15669Beverly Hills, CA
Reg. AUM
$2.18B
Employees
9
Accounts
663
Location
Beverly Hills, CA
Joel R. Mogy Investment Counsel Inc. assets under management
Joel R. Mogy Investment Counsel Inc. operates as an SEC-registered investment adviser based in Beverly Hills, CA. The firm has been registered since 1980. It reports $2.2 billion in regulatory assets under management and employs 9 people.
Joel R. Mogy Investment Counsel Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradford Stelzer Control | Vice President | Under 5% | 2020 |
| Daniel Asher Inlender Control | Vice President | Under 5% | 2020 |
| Joel Ronald Mogy Control | President, Director & Chief Compliance Officer | Over 75% | 1980 |
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Join to unlock · $37/moFrequently asked questions
How much does Joel R. Mogy Investment Counsel Inc. manage?
Joel R. Mogy Investment Counsel Inc. reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does Joel R. Mogy Investment Counsel Inc. have?
Joel R. Mogy Investment Counsel Inc. reports 9 employees.
Where is Joel R. Mogy Investment Counsel Inc. located?
Joel R. Mogy Investment Counsel Inc. is based in Beverly Hills, CA and has been SEC-registered since 1980.
Does Joel R. Mogy Investment Counsel Inc. disclose fund performance?
Joel R. Mogy Investment Counsel Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 315 South Beverly Drive, Suite 400, Beverly Hills, CA 90212-4301 |
| Phone | (310) 552-0529 |
| Fax | (310) 552-0109 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.18B▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$2.18Bregulatory AUM
Discretionary $2.18B