JOEL R. MOGY INVESTMENT COUNSEL INC.

BEVERLY HILLS, California·3 registered advisors·CRD# 111622

SEC# 801-156690(310) 552-0529

01

Firm Overview

AUM

$1.7B

Regulatory assets under management

Employees

9

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Other

Compensation

Percentage of AUM

Subscription fees

Other: TRUSTEE FEES

03

Specialties

Investment Management Wealth Management

04

Advisors at JOEL R. MOGY INVESTMENT COUNSEL INC.

3 registered advisors

Bradford Stelzer

BEVERLY HILLS, California

Daniel Asher Inlender

BEVERLY HILLS, California

Joel Ronald Mogy

BEVERLY HILLS, California

05

Office Locations

BEVERLY HILLS, California

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Data sourced from SEC Form ADV filings. JOEL R. MOGY INVESTMENT COUNSEL INC. (CRD# 111622) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.