Inverness Counsel Email Formats

Investment Management • Manhattan, New York, United States • 11-20 Employees

Inverness Counsel Email Formats

Inverness Counsel uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@invernesscounsel.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@invernesscounsel.com	100%

Key Contacts at Inverness Counsel

Robert B. Deans

Director, Senior Vp

Philip Lawrence

Ceo And President Of Inverness Counsel, Llc

Robert Deans

Executive Director

Company overview

Headquarters	845 Third Avenue, New York, NY 10022, US
Phone number	+12122072128
Websites	invernesscounsel.com ria-cipw.com
NAICS	5231
Keywords	Financial Planning, Investment Management, High-Net-Worth And Institutional Relationships, Multi-Generational Education & Planning
Founded	1967
Employees	11-20
Socials

About Inverness Counsel

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.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

Inverness Counsel has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

Inverness Counsel has never raised funding before.

Frequently asked questions

Inverness Counsel is located in Manhattan, New York, US.

You can reach Inverness Counsel at +12122072128.

Inverness Counsel was founded in 1967, making it 59 years old. The company has established itself as a significant player in its industry over this time.

Inverness Counsel has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.