Be advised. This firm is no longer registered.

Inverness Counsel, LLC

Inverness Counsel, LLC (CRD# 106520) is a financial advisory firm headquartered in New York, NY. They manage $4,468,951,722 in 1,037 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
845 Third Avenue, 8th Floor, New York, NY 10022
http://www.invernesscounsel.com
By the Numbers
  • Total Assets Under Management
    4,469
    MILLION
  • Total Number of Accounts
    1,037
    ACCOUNTS
  • Average Account Value
    $4,309,500
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, LA, MA, MD, MI, MS, NC, NH, NJ, NY, PA, TX, VA

Financial Advisors at Inverness Counsel, LLC
No Advisor Found.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals