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| Happy Holidays!! thanks for using AUM13F!! |
| Eliot Finkel Investment Counsel LLC
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| CRD # | 104695 |
| SEC # | 801-10139 |
| CIK # | 0001641643 |
| AUM | $183.7 M (2025-03-18) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 310-271-2521 |
| Address | 9401 Wilshire Boulevard Beverly Hills, CA 90212 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Eaton Corp Ltd | 13.6 | ||
| Deere & Co | 11.3 | ||
| Norfolk Southern Corp | 8.3 | ||
| Corning Inc /NY | 8.1 | ||
| General Dynamics Corp | 7.8 | ||
| Amgen Inc | 7.1 | ||
| McDonalds Corp | 6.8 | ||
| Illinois Tool Works Inc | 6.6 | ||
| Air Products & Chemicals Inc /DE/ | 6.4 | ||
| Paccar Inc | 6.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 17.9 |
| (b) Individuals (high net worth individuals) | 41 | 160.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 183 | 183.7 |
| By Discretionary | ||
| Discretionary | 183 | 183.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 183 | 183.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.7 | |
| Total | 183 | 183.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001641643] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sheridan Capital Management LLC
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|
CA | 0.2 |
|
Everest Wealth Management LLC
✚
|
KS | 0.2 |
|
Frazier Financial Consultants LLC
✚
|
NC | 0.2 |
|
QCA Capital Management Inc
✚
|
CA | 0.2 |
|
Ciovacco Capital Management LLC
✚
|
0.2 | |
|
Invicta Advisors LLC
✚
|
PA | 0.2 |
|
Visdom Investment Group LLC
✚
|
CT | 0.2 |
|
Kraematon Investment Advisors Inc
✚
|
MA | 0.2 |
|
Alpha ZERO LLC
✚
|
FL | 0.2 |
|
Guerra Pan Advisors LLC
✚
|
0.2 |