JOEL R. MOGY INVESTMENT COUNSEL INC.
Investment Advice|BEVERLY HILLS, CA|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$2.1B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 2.1B |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 111622 |
| SEC Number | 801-15669 |
| Street Address | 315 SOUTH BEVERLY DRIVE |
| Street Address 2 | SUITE 400 |
| Location | BEVERLY HILLS, CA 90212-4301 |
| Country | United States |
| Phone | (310) 552-0529 |
| Fax | (310) 552-0109 |
| Total Employees | 9 |
Client Count by Type (257 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 186 |
| Individuals (other than H… | 51 |
| Charitable Organizations | 18 |
| Pension/Profit Sharing Pl… | 1 |
| Corporations/Businesses | 1 |
County data not available for this organization.