INVERNESS COUNSEL, LLC

NEW YORK, New York·6 registered advisors·CRD# 106520
SEC# 801-401610212-207-2100
01

Firm Overview

AUM
$4.5B
Regulatory assets under management
Employees
28
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at INVERNESS COUNSEL, LLC

6 registered advisors
David Walker Laughlin
NEW YORK, New York
Henry Paul Renard
NEW YORK, New York
Philip S. Lawrence
NEW YORK, New York
Richard Chesterton
NEW YORK, New York
Robert Barr Deans
NEW YORK, New York
Robert Kent Maddock
NEW YORK, New York
05

Office Locations

NEW YORK, New York
6 advisors

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Data sourced from SEC Form ADV filings. INVERNESS COUNSEL, LLC (CRD# 106520) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.