Joel R. Mogy Investment Counsel Inc.
Joel R. Mogy Investment Counsel Inc. (CRD# 111622) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $790,043,337 in 471 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management790MILLION
Total Number of Accounts471ACCOUNTS
Average Account Value$1,677,374
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, NY, WA