Sfe Investment Counsel Inc.

Sfe Investment Counsel Inc. (CRD# 145530) is a financial advisory firm headquartered in Los Angeles, CA. They manage $441,848,809 in 773 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    442
    MILLION
  • Total Number of Accounts
    773
    ACCOUNTS
  • Average Account Value
    $571,603
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, HI, TX, WA

Financial Advisors at Sfe Investment Counsel Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Charles E. Bohlen
CRD#: 2593273
801 South Figueroa Street, Suite 610, Los Angeles, CA 90017

Charles Bohlen (CRD# 2593273) is an Investment Advisor Representative working at Sfe Investment Counsel Inc. in Los Angeles, CA and has over 29 years of experience in the finance industry.

2
Mark L. Delgadillo
CRD#: 1436842
801 South Figueroa Street, Suite 610, Los Angeles, CA 90017

Mark Delgadillo (CRD# 1436842) is an Investment Advisor Representative working at Sfe Investment Counsel Inc. in Los Angeles, CA and has over 37 years of experience in the finance industry.

3
Jon M. Kmett
CRD#: 1918840
801 South Figueroa Street, Suite 610, Los Angeles, CA 90017

Jon Kmett (CRD# 1918840) is an Investment Advisor Representative working at Sfe Investment Counsel Inc. in Los Angeles, CA and has over 33 years of experience in the finance industry.

4
Teri M. McCasland
CRD#: 1005907
801 South Figueroa Street, Suite 610, Los Angeles, CA 90017

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.

5
James T. Moylan
CRD#: 5292132
801 South Figueroa Street, Suite 610, Los Angeles, CA 90017

James Moylan (CRD# 5292132) is an Investment Advisor Representative working at Sfe Investment Counsel Inc. in Los Angeles, CA and has over 16 years of experience in the finance industry.

6
Edward J. Ternan
CRD#: 4942384
801 South Figueroa Street, Suite 610, Los Angeles, CA 90017

Edward Ternan (CRD# 4942384) is an Investment Advisor Representative working at Sfe Investment Counsel Inc. in Los Angeles, CA and has over 18 years of experience in the finance industry.

7
David J. Thomsen
CRD#: 4809052
801 South Figueroa Street, Suite 610, Los Angeles, CA 90017

David Thomsen (CRD# 4809052) is an Investment Advisor Representative working at Sfe Investment Counsel Inc. in Los Angeles, CA and has over 19 years of experience in the finance industry.

8
Gregory C. Giauque
CRD#: 2988413
801 S. Figueroa Street, Suite 610, Los Angeles, CA 90017

Gregory Giauque (CRD# 2988413) is an Investment Advisor Representative working at Sfe Investment Counsel Inc. in Los Angeles, CA and has over 26 years of experience in the finance industry.

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