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WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
BRISTOL, CT
860.973.3214
SEC #801-119964Total AUM
$694.3M
Employees
27Clients
1,879Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
210 RED STONE HILL ROAD
SUITE 5
BRISTOL
CT 06010
United States
SUITE 5
BRISTOL
CT 06010
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
860.973.3214
Other Offices
27
Financials
Total AUM
$694.3M
Accounts
1,879Discretionary
$694.3M
Accounts
1,879Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,712AUM
$407.1M
HNW Individual Clients
167AUM
$287.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS
Compliance
Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Violation FindingSRO Cause of Denial/Suspension
State Registrations
ARCTFLGAILINMAMEMINCNHNJNYPARISCTXVAWI
Affiliates
Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.