Sfe Investment Counsel Inc.

Sfe Investment Counsel Inc. (CRD# 145530) is a financial advisory firm headquartered in Los Angeles, CA. They manage $294,326,969 in 608 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    294
    MILLION
  • Total Number of Accounts
    608
    ACCOUNTS
  • Average Account Value
    $484,090
Compensation Options
  • A percentage of assets under your management
  • 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
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, HI, TX

Financial Advisors at Sfe Investment Counsel Inc.
Showing 1 - 6 of 6 top financial advisors.
1
James T. Moylan
CRD#: 5292132
801 South Figueroa Street, Suite 2100, Los Angeles, CA 90017
96
Wealthminder
score

James Moylan (CRD# 5292132) is an Investment Advisor Representative working at Sfe Investment Counsel Inc. in Los Angeles, CA and has over 9 years of experience in the finance industry.

2
Jon M. Kmett
CRD#: 1918840
801 South Figueroa Street, Suite 2100, Los Angeles, CA 90017
93
Wealthminder
score

Jon Kmett (CRD# 1918840) is an Investment Advisor Representative working at Sfe Investment Counsel Inc. in Los Angeles, CA and has over 25 years of experience in the finance industry.

3
Edward J. Ternan
CRD#: 4942384
801 South Figueroa Street, Suite 2100, Los Angeles, CA 90017
93
Wealthminder
score

Edward Ternan (CRD# 4942384) is an Investment Advisor Representative working at Sfe Investment Counsel Inc. in Los Angeles, CA and has over 11 years of experience in the finance industry.

4
David J. Thomsen
CRD#: 4809052
801 South Figueroa Street, Suite 2100, Los Angeles, CA 90017
93
Wealthminder
score

David Thomsen (CRD# 4809052) is an Investment Advisor Representative working at Sfe Investment Counsel Inc. in Los Angeles, CA and has over 12 years of experience in the finance industry.

5
Teri M. McCasland
CRD#: 1005907
801 South Figueroa Street, Suite 2100, Los Angeles, CA 90017
87
Wealthminder
score

Teri McCasland (CRD# 1005907) is an Investment Advisor Representative working at Sfe Investment Counsel Inc. in Los Angeles, CA and has 1 year of experience in the finance industry.

6
Charles E. Bohlen
CRD#: 2593273
801 South Figueroa Street, Suite 2100, Los Angeles, CA 90017
63
Wealthminder
score

Charles Bohlen (CRD# 2593273) is an Investment Advisor Representative working at Sfe Investment Counsel Inc. in Los Angeles, CA and has over 21 years of experience in the finance industry.

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