Unclaimed Profile

Charles Eustis Bohlen

SFE INVESTMENT COUNSEL INC.·LOS ANGELES, California

SIE, Series 7, Series 63, Series 65CFA29 years registeredSFE INVESTMENT COUNSEL INC.

801 S. FIGUEROA STREET, LOS ANGELES, CA 90017CRD# 2593273Firm CRD# 145530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Eustis Bohlen · LOS ANGELES, CA

Registration

CRD #2593273 · SFE INVESTMENT COUNSEL INC. · 29 years registered

Brand Profile

Not yet started

Career History

SFE INVESTMENT COUNSEL INC.

Nov 2007 – present

SFE INVESTMENT COUNSEL

Jul 1997 – Nov 2008

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Professional designation · CFA

Disclosure History

2015Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SFE INVESTMENT COUNSEL INC.

CRD 145530 · SEC 801-68580

AUM

$582M

Regulatory assets under management

Employees

772 client accounts

Services offered by SFE INVESTMENT COUNSEL INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SFE INVESTMENT COUNSEL INC. →

Introduction

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Frequently Asked Questions

What services does Charles Eustis Bohlen offer?

Charles Eustis Bohlen specializes in Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Charles Eustis Bohlen's credentials?

Charles Eustis Bohlen holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Charles Eustis Bohlen located?

Charles Eustis Bohlen is based in LOS ANGELES, California, working with SFE INVESTMENT COUNSEL INC.. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Charles Eustis Bohlen charge for services?

Charles Eustis Bohlen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SFE INVESTMENT COUNSEL INC.?

SFE INVESTMENT COUNSEL INC. has approximately 11 employees and manages $582M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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