Eliot Finkel Investment Counsel, LLC

Eliot Finkel Investment Counsel, LLC (CRD# 104695) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $125,375,041 in 206 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $608,617
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Eliot Finkel Investment Counsel, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Xinpei Lai
CRD#: 6492266
9100 Wilshire Boulevard, Suite 503e, Beverly Hills, CA 90212
88
Wealthminder
score

Xinpei Lai (CRD# 6492266) is an Investment Advisor Representative working at Eliot Finkel Investment Counsel, LLC in Beverly Hills, CA and has 1 year of experience in the finance industry.

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