Eliot Finkel Investment Counsel LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
⚲
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Eliot Finkel Investment Counsel LLC
✚
CRD #104695
SEC #801-10139
CIK #0001641643
AUM 187.0 M (2026-03-30)
Employees 3 (33% Investors, 0% Brokers)
Fees
Minimum
Phone310-271-2521
Address9401 Wilshire Boulevard
Beverly Hills, CA 90212
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
2502001501005001999200820172027
CIK Period
0001641643
Sector Form 13F Holdings Value ($M)
Corning Inc /NY 19.2
Eaton Corp Ltd 13.1
Deere & Co 12.1
Norfolk Southern Corp 9.1
General Dynamics Corp 8.8
Amgen Inc 8.7
Applied Materials Inc /DE 7.6
Paccar Inc 7.5
Merck & Co Inc 7.5
McDonalds Corp 7.1
Illinois Tool Works Inc 6.8
Devon Energy Corp/DE 6.7
Duke Energy Corp 6.2
C H Robinson Worldwide Inc 5.6
Air Products & Chemicals Inc /DE/ 5.3
US Bancorp de 5.2
Lockheed Martin Corp 4.7
Omnicom Group Inc 4.6
Analog Devices Inc 4.5
Hershey Co 4.3
United Parcel Service Inc 4.1
American Electric Power Co Inc 3.9
Campbell Soup Co 3.5
Clorox Co /DE/ 3.2
Cisco Systems Inc 3.1
EOG Resources Inc 2.9
STAG Industrial Inc 2.1
Apple Inc 1.7
United Technologies Corp /DE/ 1.7
Amcor PLC 1.6
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 33 17.7
(b) Individuals (high net worth individuals) 38 163.0
(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 2 6.2
(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 174 187.0
By Discretionary
Discretionary 174 187.0
Non-Discretionary 0 0.0
Total 174 187.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 187.0
Total 174 187.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001641643]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
Comparable Firms State AUM
CDKV Holdings LLC
✚
CO 187.5 M
Durante & Waters LLC
✚
NY 187.4 M
Harbor Asset Planning Inc
✚
187.3 M
Helmsman Financial Group LLC
✚
WA 187.2 M
Advice & Planning Services LLC
✚
PA 187.1 M
Secure Planning LLC
✚
NH 187.0 M
Alpha Omega Financial Advisory Inc
✚
187.0 M
Picea Capital LLC
✚
FL 186.8 M
Wealth Management of the Bluegrass LLC
✚
KY 186.7 M
ASL Financial LLC
✚
CA 186.7 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com