Eliot Finkel Investment Counsel, LLC

Eliot Finkel Investment Counsel, LLC (CRD# 104695) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $173,514,265 in 198 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9401 Wilshire Boulevard, Suite 830, Beverly Hills, CA 90212
http://www.efinvest.com
By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $876,335
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Eliot Finkel Investment Counsel, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter Finkel, financial advisor Beverly Hills CA
Peter H. Finkel
CRD#: 2840047
9401 Wilshire Boulevard, Suite 830, Beverly Hills, CA 90212

Peter Finkel (CRD# 2840047) is an Investment Advisor Representative working at Eliot Finkel Investment Counsel, LLC in Beverly Hills, CA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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