CRD: 104695
Eliot Finkel Investment Counsel, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-28-1974
- Office Locations
- 1
Office Locations
About Eliot Finkel Investment Counsel, LLC
EF Invest (Eliot Finkel Investment Counsel) is a fee-only, independent RIA providing unbiased financial advice, long-view planning, and analysis-driven portfolio management for investors, including business owners and entrepreneurs. The firm emphasizes disciplined, research-based long-term strategies and tailored service, with portfolios implemented largely using ETFs and custodied with Charles Schwab.
Team overview
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Client Personas
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Owner & Executives
ELIOT MICHELOW FINKEL
Managing Member, Treasurer
- CRD
- --
- Ownership
- 75% or more
PETER HELLER FINKEL
Chief Compliance Officer, Treasurer
- CRD
- #2840047
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $186,985,425 | $1,074,629 |
| Non-Discretionary | $0 | -- |
| Total | $186,985,425 | $1,074,629 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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