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Building 2JOEL ISAACSON & CO., INC.

Map pinNEW YORK, NY
Phone212-302-6300
NotebookSEC #801-43989
Total AUM
$1.4B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
546 FIFTH AVENUE
NEW YORK
NY 10036
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
212-302-6300

ReceiptFinancials

Total AUM
$1.4B
Accounts
2,831
Discretionary
$495.8M
Accounts
588
Non-Discretionary
$859.7M
Accounts
2,243

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAMANJNYPA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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