Insights

Niche Market Focus Eliot Finkel Investment Counsel specializes in income-oriented investments with a strong emphasis on dividend and interest income, making it a compelling choice for clients seeking stable, long-term income streams. This niche positioning offers opportunities to cross-sell income-focused financial products and tailored investment solutions.

Distinct Investment Approach The company distinguishes itself by managing all core functions internally, including analysis, portfolio management, and financial planning. This integrated, non-outsourced service model presents opportunities to introduce advanced portfolio management tools, analytics solutions, or client engagement platforms to enhance their personalized service.

Data Transparency Promise Providing clients with inception-to-date track records demonstrates a commitment to transparency and performance accountability. There is potential to offer sophisticated performance analytics or reporting software to support this transparency, appealing to client loyalty and attracting new high-net-worth individuals.

Tech Stack & Digital Presence Utilizing modern web technologies such as WordPress, HTTP/3, and PHP indicates a focus on digital engagement. Opportunities exist to enhance their digital platforms with client portals, online advisory tools, or security solutions to improve user experience and operational efficiency.

Growth Potential & Market Competitors With revenues between one and ten million dollars and a lean team, Eliot Finkel Investment Counsel operates in a competitive space alongside major firms like Vanguard and Fidelity. This positioning suggests an opportunity to differentiate through personalized services, advanced fintech integrations, or targeted marketing to attract a broader client base or scale their offerings.

Eliot Finkel Investment Counsel, LLC Tech Stack

Eliot Finkel Investment Counsel, LLC uses 8 technology products and services including WordPress, Twemoji, jQuery, and more. Explore Eliot Finkel Investment Counsel, LLC's tech stack below.

  • WordPress
    Content Management System
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • ZURB Foundation
    UI Frameworks
  • HTTP/3
    Web & Portal Technology
  • GoDaddy
    Web Hosting
  • Nginx
    Web Servers

Media & News

Eliot Finkel Investment Counsel, LLC's Email Address Formats

Eliot Finkel Investment Counsel, LLC uses at least 1 format(s):
Eliot Finkel Investment Counsel, LLC Email FormatsExamplePercentage
FLast@efinvest.comJDoe@efinvest.com
33%
First.Last@efinvest.comJohn.Doe@efinvest.com
17%
FLast@efinvest.comJDoe@efinvest.com
33%
First.Last@efinvest.comJohn.Doe@efinvest.com
17%

Frequently Asked Questions

Where is Eliot Finkel Investment Counsel, LLC's headquarters located?

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Eliot Finkel Investment Counsel, LLC's main headquarters is located at 9100 Wilshire Boulevard, Suite 503e. The company has employees across 1 continents, including North America.

What is Eliot Finkel Investment Counsel, LLC's official website and social media links?

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Eliot Finkel Investment Counsel, LLC's official website is efinvest.com and has social profiles on LinkedIn.

How much revenue does Eliot Finkel Investment Counsel, LLC generate?

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As of December 2025, Eliot Finkel Investment Counsel, LLC's annual revenue is estimated to be $232K.

What is Eliot Finkel Investment Counsel, LLC's SIC code NAICS code?

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Eliot Finkel Investment Counsel, LLC's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Eliot Finkel Investment Counsel, LLC have currently?

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As of December 2025, Eliot Finkel Investment Counsel, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Investment Adviser: P. F.Managing Member: E. F.. Explore Eliot Finkel Investment Counsel, LLC's employee directory with LeadIQ.

What industry does Eliot Finkel Investment Counsel, LLC belong to?

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Eliot Finkel Investment Counsel, LLC operates in the Investment Management industry.

What technology does Eliot Finkel Investment Counsel, LLC use?

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Eliot Finkel Investment Counsel, LLC's tech stack includes WordPressTwemojijQueryPHPZURB FoundationHTTP/3GoDaddyNginx.

What is Eliot Finkel Investment Counsel, LLC's email format?

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Eliot Finkel Investment Counsel, LLC's email format typically follows the pattern of FLast@efinvest.com. Find more Eliot Finkel Investment Counsel, LLC email formats with LeadIQ.

When was Eliot Finkel Investment Counsel, LLC founded?

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Eliot Finkel Investment Counsel, LLC was founded in 1974.

Eliot Finkel Investment Counsel, LLC

Investment ManagementCalifornia, United States2-10 Employees

There are four things that distinguish us from the typical adviser.

First, we don't outsource. We analyze investments, manage portfolios and develop financial plans on our own. Very few advisers do all three and as a result we are uniquely qualified to meet our clients' needs.

Second, we provide all of our clients with inception-to-date track records. If you don't know how you've done, how can you have any confidence you will achieve your financial goals.

Third, we specialize in income-oriented investments since dividends and interest are the main source of returns over the long-term. This focus on income has served our clients well. Not only has our strategy outperformed but since income is less volatile it gives our clients piece of mind since they can focus on something that is not subject to market fluctuations.

Finally, we are not stock brokers. Our compensation is not based on transactions so we, like our clients, benefit from long-term investment results, not portfolio turnover.

Section iconCompany Overview

Headquarters
9100 Wilshire Boulevard, Suite 503e
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
1974
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Eliot Finkel Investment Counsel, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Eliot Finkel Investment Counsel, LLC's revenue is estimated to be in the range of $1M$10M

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