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Building 2JOEL ISAACSON & CO., LLC

Map pinNEW YORK, NY
Phone212-302-6300
NotebookSEC #801-70880
Total AUM
$9.3B
Employees
52
Clients
1,271

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
$9.3B
Accounts
5,532
Discretionary
$7.4B
Accounts
3,663
Non-Discretionary
$1.9B
Accounts
1,869

ContactClients

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Individual Clients
135
AUM
$101M
HNW Individual Clients
1,132
AUM
$9.2B
Charitable Organization Clients
3
AUM
$6.4M
Corporation or Business Clients
1
AUM
$2.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PLANNING AND COMPLIANCE CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLGAILMAMDMENCNHNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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