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Building 2THE JOSEPH GROUP CAPITAL MANAGEMENT

Map pinCOLUMBUS, OH
Phone614-228-4300
NotebookSEC #801-77130
Total AUM
$1.1B
Employees
25
Clients
832

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
605 SOUTH FRONT STREET
SUITE 100
COLUMBUS
OH 43215
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
614-228-4300

ReceiptFinancials

Total AUM
$1.1B
Accounts
832
Discretionary
$1.1B
Accounts
832
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
480
AUM
$161.7M
HNW Individual Clients
338
AUM
$895.4M
Corporation or Business Clients
14
AUM
$32.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILKYNCNJNYOHPASCTXVA

HandshakeAffiliates

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

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