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 $1,665,610,255 in 592 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
315 South Beverly Drive, Suite 400, Beverly Hills, CA 90212
https://www.linkedin.com/company/joel-r-mogy-investment-counsel-inc-
By the Numbers
  • Total Assets Under Management
    1,666
    MILLION
  • Total Number of Accounts
    592
    ACCOUNTS
  • Average Account Value
    $2,813,531
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, NY, TN, TX, WA

Financial Advisors at Joel R. Mogy Investment Counsel Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Thomas Crecelius, financial advisor Beverly Hills CA
Thomas W. Crecelius
CRD#: 6318705
315 South Beverly Drive, Suite 400, Beverly Hills, CA 90212

Thomas Crecelius (CRD# 6318705) is an Investment Advisor Representative working at Joel R. Mogy Investment Counsel Inc. in Beverly Hills, CA and has over 2 years of experience in the finance industry.

2
Joel Mogy, financial advisor Beverly Hills CA
Joel R. Mogy
CRD#: 4393052
315 South Beverly Drive, Suite 400, Beverly Hills, CA 90212

Joel Mogy (CRD# 4393052) is an Investment Advisor Representative working at Joel R. Mogy Investment Counsel Inc. in Beverly Hills, CA and has 1 year of experience in the finance industry.

3
Bradford Stelzer, financial advisor Beverly Hills CA
Bradford A. Stelzer
CRD#: 7363500
315 South Beverly Drive, Suite 400, Beverly Hills, CA 90212

Bradford Stelzer (CRD# 7363500) is an Investment Advisor Representative working at Joel R. Mogy Investment Counsel Inc. in Beverly Hills, CA and has 1 year 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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