SEC CRD #801-10139
Home EFInvest | EFInvest Analysis-Driven, Client-Focused Wealth Management Eliot Finkel Investment Counsel (EFIC) is known for thorough independent research, long-view financial planning, superior client service and proven results. As an independent investment adviser and manager, EFIC provides unbiased financial advice, using its own research and analysis. We eschew short-term trends in favor of disciplined planning and long-term strategies. Analysis-Driven, Client-Focused Asset Management Many investors focus on recent results. We believe your financial life is about more than the past three months — or the next three. We look at the entirety of your portfolio, your risk tolerance, your income needs and your investing horizon, to ensure you are on the right path to reach your goals. We are a fee-only registered investment adviser that adheres to the highest ethical standards. Our clients’ interests always come first. We pride ourselves on providing exceptional service, tailored to each client’s needs and aspirations; transparency and responsiveness are tenets of our practice.
PETER FINKEL
MANAGING MEMBER
📞 (310) 271-2521
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$187M
Location
BEVERLY HILLS, CA
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.