LP Profile

Eliot Finkel Investment Counsel

Also known as eliot finkel investment counsel

Wealth ManagerBeverly Hills, United StatesFounded 1974

Beverly Hills

Headquarters

Investment Focus

About Eliot Finkel Investment Counsel

As an independent investment adviser and manager, EF Invest is known for independent research, financial planning, superior client service and results.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Eliot Finkel Investment Counsel from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $187.0M
Total Clients: 174
Filing Date: March 30, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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FAQ

Frequently asked questions

What type of investor is Eliot Finkel Investment Counsel?

Eliot Finkel Investment Counsel is a wealth manager based in Beverly Hills, United States.

Where is Eliot Finkel Investment Counsel headquartered?

Eliot Finkel Investment Counsel is headquartered in Beverly Hills, United States.

When was Eliot Finkel Investment Counsel founded?

Eliot Finkel Investment Counsel was founded in 1974.

How can I contact Eliot Finkel Investment Counsel?

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