Company Overview
- Headquarters
- 845 Third Avenue, New York NY
- Website
- invernesscounsel.com
- Phone
- (212) 207-****
- Employees
- 21
- Founded in
- 1967
- Industry
- Investment Bank/Securities Brokerage
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$17B
Total Funding Amount
$350,000M
Who is Inverness Counsel Inc
Inverness Counsel Inc. is a privately-owned investment counsel firm located in New York, New York. Founded in 1967, the company employs 21 individuals and generates an annual revenue of $17.4 million. Inverness Counsel provides continuous investment advice to clients, aiming to meet both their short-term and long-term financial goals. Their clientele includes high-net-worth individuals, families, trusts, pension funds, endowments, and foundations. They tailor their approach to each client's unique needs, recognizing that success can be defined differently for everyone. Inverness Counsel distinguishes itself through its personalized investment strategies, aiming to preserve assets and generate returns for clients based on their individual expectations. They manage a significant amount of client assets, positioning themselves among the largest independent registered investment advisors in the United States. For more information, visit invernesscounsel.com.