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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Joel R Mogy Investment Counsel Inc
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| CRD # | 111622 |
| SEC # | 801-15669 |
| CIK # | |
| AUM | $2.1 B (2025-03-24) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 310-552-0529 |
| Address | 315 South Beverly Drive Beverly Hills, CA 90212-4301 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 0.0 |
| (b) Individuals (high net worth individuals) | 186 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 18 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 628 | 2.1 |
| By Discretionary | ||
| Discretionary | 628 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 628 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 628 | 2.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Titleist Asset Management LLC
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|
TX | 2.1 |
|
Durbin Bennett Private Wealth Management LLC
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|
TX | 2.1 |
|
Revisor Wealth Management LLC
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|
OH | 2.1 |
|
Strive Asset Management LLC
✚
|
TX | 2.1 |
|
UX Wealth Partners LLC
✚
|
CO | 2.1 |
|
IC Advisory Services Inc
✚
|
NJ | 2.1 |
|
Summit Financial Strategies Inc
✚
|
OH | 2.1 |
|
Wilkinson Global Asset Management LLC
✚
|
NY | 2.1 |
|
Guardian Wealth Advisors LLC
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|
NC | 2.1 |
|
Foundry Partners LLC
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|
OH | 2.0 |