Inverness Counsel, LLC

Inverness Counsel, LLC (CRD# 106520) is a financial advisory firm headquartered in New York, NY. They manage $2,594,563,591 in 950 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,595
    MILLION
  • Total Number of Accounts
    950
    ACCOUNTS
  • Average Account Value
    $2,731,120
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CO, CT, DE, FL, GA, HI, IL, KY, MA, MD, ME, MI, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA

Financial Advisors at Inverness Counsel, LLC
No Advisor Found.
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