T
$51.1M Total AUM
$48.9M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-09-1995
- Office Locations
- 1
Office Locations
-- Bainbridge Island WA
About Toepel Investment Counsel, Inc.
Toepel Investment Counsel, Inc. is a Port Ludlow-based RIA. The firm has been operating for 31 years. Managing $51.1M in total assets under management, with 1 advisory representatives. They custody assets with Jackson National Life.
Team overview
-- AVG AGE
$51.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
31.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEVEN EDWARD TOEPEL
CPA, DIRECTOR, President
- CRD
- #1037341
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,896,341 | -- |
| Non-Discretionary | $2,183,347 | -- |
| Total | $51,079,688 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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