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Joel R. Mogy Investment Counsel Inc. CRD 111622
$2.18B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
315 South Beverly Drive Suite 400, Beverly Hills, CA 90212-4301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-02 |
Branch Locations
315 South Beverly Drive Suite 400, Beverly Hills, CA 90212-4301 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joel R. Mogy Investment Counsel, Inc. | Beverly Hills | CA | 10/1980 | Present |
1. Trustee Services; Investment Related; 315 S. Beverly Dr., Ste. 400, Beverly Hills, CA 90212; Serve as a Trustee for selected clients; Trustee; 1965 Start date; 5 hrs per month devoted; 2-5 hrs per month devoted during trading hours; Professional Fiduciary Services
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