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Building 2JOSEPH CAPITAL MANAGEMENT, LLC

Map pinHERNANDO, FL
Phone352-746-4460
NotebookSEC #801-68145
Total AUM
$145.8M
Employees
10
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2450 N. CITRUS HILLS BLVD.
HERNANDO
FL 34442-5348
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
352-746-4460

ReceiptFinancials

Total AUM
$145.8M
Accounts
174
Discretionary
$144.6M
Accounts
172
Non-Discretionary
$1.3M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNHNY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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