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).

By the Numbers
  • Total Assets Under Management
    790
    MILLION
  • Total Number of Accounts
    471
    ACCOUNTS
  • Average Account Value
    $1,677,374
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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.

CA, FL, NY, WA

Financial Advisors at Joel R. Mogy Investment Counsel Inc.
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.