| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradford Stelzer Control | Vice President | Under 5% | 2020 |
| Daniel Asher Inlender Control | Vice President | Under 5% | 2020 |
| Joel Ronald Mogy Control | President, Director & Chief Compliance Officer | Over 75% | 1980 |
Joel R. Mogy Investment Counsel Inc. reports $2.1 billion in regulatory assets under management on its Form ADV.
Joel R. Mogy Investment Counsel Inc. reports 9 employees.
Joel R. Mogy Investment Counsel Inc. is based in Beverly Hills, CA and has been SEC-registered since 1980.
Joel R. Mogy Investment Counsel Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 315 South Beverly Drive, Suite 400, Beverly Hills, CA 90212-4301 |
| Phone | (310) 552-0529 |
| Fax | (310) 552-0109 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $2.06B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.06B |