Overview
Assets Under Management: $2.9 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 249
Average Client Assets: $2.1 million
Frequently Asked Questions
INVERNESS COUNSEL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106520), INVERNESS COUNSEL, LLC is subject to fiduciary duty under federal law.
INVERNESS COUNSEL, LLC is headquartered in NEW YORK, NY.
INVERNESS COUNSEL, LLC serves 249 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, INVERNESS COUNSEL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
INVERNESS COUNSEL, LLC manages $2.9 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, INVERNESS COUNSEL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 249
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.04%
Average Client Assets: $2.1 million
Total Client Accounts: 905
Discretionary Accounts: 761
Non-Discretionary Accounts: 144
Regulatory Filings
CRD Number: 106520
Filing ID: 1202543
Last Filing Date: 2018-03-29 10:47:00