Toepel Investment Counsel, Inc.

Toepel Investment Counsel, Inc. (CRD# 117174) is a financial advisory firm headquartered in Port Hadlock, WA. They manage $42,056,970 in 64 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P. O. Box 1260, Port Hadlock, WA 98339
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $657,140
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Toepel Investment Counsel, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Steven Toepel, financial advisor Bainbridge Island WA
Steven E. Toepel
CRD#: 1037341
Bainbridge Island, WA

Steven Toepel (CRD# 1037341) is an Investment Advisor Representative working at Toepel Investment Counsel, Inc. in Bainbridge Island, WA and has over 29 years 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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