Toepel Investment Counsel, Inc.
Toepel Investment Counsel, Inc. (CRD# 117174) is a financial advisory firm headquartered in Port Hadlock, WA. They manage $42,056,970 in 64 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Toepel Investment Counsel, Inc.
By the Numbers
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Total Assets Under Management42MILLION
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Total Number of Accounts64ACCOUNTS
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Average Account Value$657,140
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Toepel Investment Counsel, Inc.
1
Steven Toepel (CRD# 1037341) is an Investment Advisor Representative working at Toepel Investment Counsel, Inc. in Bainbridge Island, WA and has over 30 years of experience in the finance industry.
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