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).
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Total Assets Under Management442MILLION
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Total Number of Accounts773ACCOUNTS
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Average Account Value$571,603
- A percentage of assets under your management
- 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
AZ, CA, FL, HI, TX, WA
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.
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.
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.
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.
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.
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.
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.
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.