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JOEL R. MOGY INVESTMENT COUNSEL, INC.

EIN 95-3533539-investment management-Latest filing 2025
Plans
1
Retirement
1
$14.6M assets
Welfare
0
Participants
9
315 SOUTH BEVERLY DRIVE STE. 400 - BEVERLY HILLS, CA 902124301310-552-0529mogy.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#002401k-$14.6M - 9 part

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Retirement#002

JOEL R. MOGY INVESTMENT COUNSEL, INC. PROFIT SHARING PLAN

401k

Assets$14.6M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JOEL R. MOGY INVESTMENT COUNSEL, INC. PROFIT SHARING PLAN401k$14.6M92025
Retirement plans
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