ELIOT FINKEL INVESTMENT COUNSEL, LLC
CRD #104695 SEC #801-10139 BEVERLY HILLS, CA 310-271-2521
SEC Registered
Total AUM
$183.7M
Discretionary
$183.7M
Employees
3
Clients
10
Accounts
183
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $183.7M | $183.7M | $0 | 3 | 0 |
| Nov 2024 | $173.5M | $173.5M | $0 | 3 | 0 |
| Nov 2024 | $173.5M | $173.5M | $0 | 3 | 0 |
| May 2024 | $173.5M | $173.5M | $0 | 3 | 0 |
| Mar 2024 | $173.5M | $173.5M | $0 | 3 | 0 |
| Mar 2023 | $178.6M | $178.6M | $0 | 3 | 0 |
| Mar 2022 | $209.8M | $209.8M | $0 | 3 | 0 |
| Dec 2021 | $156.4M | $156.4M | $0 | 3 | 0 |
| Mar 2021 | $156.4M | $156.4M | $0 | 3 | 0 |
| Jun 2020 | $164.4M | $164.4M | $0 | 3 | 210 |
| Apr 2020 | $164.4M | $164.4M | $0 | 3 | 210 |
| Mar 2019 | $147.5M | $147.5M | $0 | 3 | 210 |
| Mar 2018 | $165.6M | $165.6M | $0 | 3 | 154 |
| Mar 2017 | $141.2M | $141.2M | $0 | 3 | 26 |
| Mar 2016 | $125.4M | $125.4M | $0 | 3 | 26 |
| Mar 2015 | $147M | $147M | $0 | 4 | 26 |
| Jul 2014 | $136.9M | $136.9M | $0 | 4 | 26 |
| Mar 2014 | $136.9M | $136.9M | $0 | 3 | 26 |
| Feb 2014 | $136.9M | $136.9M | $0 | 3 | 26 |
| Mar 2013 | $100.7M | $100.7M | $0 | 3 | 26 |
| Feb 2012 | $90.6M | $90.6M | $0 | 1 | 26 |
| May 2011 | $82.7M | $82.7M | $0 | 5 | -- |
| Jan 2008 | $100.7M | $100.7M | $0 | 5 | -- |
| May 2007 | $85.3M | $85.3M | $0 | 5 | -- |
| Jan 2007 | $85.3M | $85.3M | $0 | 5 | -- |
| Jan 2006 | $82.3M | $82.3M | $0 | 5 | -- |
| Sep 2005 | $68.9M | $68.9M | $0 | 5 | -- |
| Feb 2005 | $68.9M | $68.9M | $0 | 5 | -- |
| May 2004 | $40.4M | $40.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2024
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$178.6M
Discretionary$178.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$209.8M
Discretionary$209.8M
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$156.4M
Discretionary$156.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$156.4M
Discretionary$156.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$164.4M
Discretionary$164.4M
Non-Disc.$0
Employees3
Clients210
DateApr 2020
Total AUM$164.4M
Discretionary$164.4M
Non-Disc.$0
Employees3
Clients210
DateMar 2019
Total AUM$147.5M
Discretionary$147.5M
Non-Disc.$0
Employees3
Clients210
DateMar 2018
Total AUM$165.6M
Discretionary$165.6M
Non-Disc.$0
Employees3
Clients154
DateMar 2017
Total AUM$141.2M
Discretionary$141.2M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees4
Clients26
DateJul 2014
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees3
Clients26
DateFeb 2014
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees3
Clients26
DateFeb 2012
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$82.7M
Discretionary$82.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$85.3M
Discretionary$85.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$85.3M
Discretionary$85.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$82.3M
Discretionary$82.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$68.9M
Discretionary$68.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$68.9M
Discretionary$68.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$40.4M
Discretionary$40.4M
Non-Disc.$0
Employees5
Clients--