Insights

Strong Industry Presence Inverness Counsel is a well-established player in the investment management sector with over $2.6 billion in assets under management, indicating a solid client base and opportunities for expanding high-net-worth client relationships.

Recognition and Awards Receiving multiple PSN Top Guns awards highlights Inverness Counsel’s reputation for excellence, making it a valuable partner for firms looking to associate with award-winning industry leaders.

Leadership Expansion The addition of Timothy M. Ghriskey as Chief Investment Strategist signals ongoing strategic growth and a focus on strengthening investment advisory capabilities, opening avenues to offer advanced investment solutions.

Technological Tools Utilization of analytics tools like Google Analytics and Chart.js suggests an openness to leveraging technology and data-driven insights, providing opportunities for digital collaboration and innovative financial solutions.

Market Opportunities Serving diverse clients including high-net-worth individuals, families, trusts, pension funds, and foundations indicates potential for upselling strategic financial planning and customized investment products tailored to varied client needs.

Inverness Counsel LLC Tech Stack

Inverness Counsel LLC uses 7 technology products and services including Google Fonts API, Chart.js, jQuery, and more. Explore Inverness Counsel LLC's tech stack below.

Google Fonts API

Font Scripts

Chart.js

Javascript Graphics

jQuery

Javascript Libraries

Modernizr

Javascript Libraries

Google Tag Manager

Tag Management

Google Analytics

Web Analytics

ShareThis

Widgets

Inverness Counsel LLC Email Formats	Example	Percentage
FLast@invernesscounsel.com	JDoe@invernesscounsel.com	97%
First@invernesscounsel.com	John@invernesscounsel.com	3%

Inverness Counsel LLC Email Formats

Example

Percentage

FLast@invernesscounsel.com

JDoe@invernesscounsel.com

97%

First@invernesscounsel.com

John@invernesscounsel.com

Frequently Asked Questions

Where is Inverness Counsel LLC's headquarters located?

Inverness Counsel LLC's main headquarters is located at 845 Third Avenue New York, New York 10022 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Inverness Counsel LLC's phone number?

You can contact Inverness Counsel LLC's main corporate office by phone at

+1-212-207-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Inverness Counsel LLC's official website and social media links?

Inverness Counsel LLC's official website is invernesscounsel.com and has social profiles on LinkedIn.

What is Inverness Counsel LLC's NAICS code?

Inverness Counsel LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Inverness Counsel LLC have currently?

As of March 2026, Inverness Counsel LLC has approximately 20 employees across 2 continents, including North AmericaEurope. Key team members include Ceo And President Of Inverness Counsel, Llc: P. L.Chief Compliance Officer: C. R.Owner: P. T.. Explore Inverness Counsel LLC's employee directory with LeadIQ.

What industry does Inverness Counsel LLC belong to?

Inverness Counsel LLC operates in the Investment Management industry.

What technology does Inverness Counsel LLC use?

Inverness Counsel LLC's tech stack includes Google Fonts APIChart.jsjQueryModernizrGoogle Tag ManagerGoogle AnalyticsShareThis.

What is Inverness Counsel LLC's email format?

Inverness Counsel LLC's email format typically follows the pattern of FLast@invernesscounsel.com. Find more Inverness Counsel LLC email formats with LeadIQ.

When was Inverness Counsel LLC founded?

Inverness Counsel LLC was founded in 1967.

Inverness Counsel LLC

Q: How many employees does Inverness Counsel LLC have currently?

Inverness Counsel LLC has approximately 20 employees.

Q: What technology does Inverness Counsel LLC use?

Inverness Counsel LLC's tech stack includes Google Analytics, jQuery, ShareThis, Google Fonts API, Modernizr.

Q: What is Inverness Counsel LLC's NAICS code?

Inverness Counsel LLC's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementNew York, United States11-50 Employees

Founded in 1967, Inverness Counsel, LLC is a privately-owned investment counsel firm registered with the SEC. 

As investment counselors, we provide continuous advice to our clients to meet both their short-term and long-term goals. We recognize that each client is different and has an individual set of expectations. For some clients, success may be measured by investment returns. For others, success may mean preserving assets for future generations. In addition to working with high net worth individuals, families and trusts, Inverness has a long history of working with pension funds, endowments and foundations. 

As of December 31, 2015, our team of professionals actively managed over $2.6 billion in client assets, making Inverness one of the largest independent registered investment advisors in the United States.

Insights

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