Joel Isaacson & Co., LLC is a large advisory firm based in New York. It manages $4.14 billion of regulatory assets for 4,413 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Colorado, and 10 other states.
Joel Isaacson & Co. provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and tax planning and compliance consulting services. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Joel Isaacson & Co., LLC is $4.14 billion. The firm's AUM has grown by 167% since the beginning of its operation, and $55.42 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Joel Isaacson & Co., LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Joel Isaacson & Co. is high net worth individuals with 962 clients and $4.08 billion of assets under management. Among the 12 most similar advisory firms, Joel Isaacson & Co. has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $4.14 billion for 1,100 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Joel Isaacson & Co. doesn't advise any private funds.
The company employs 44 people that are either part- or full-time employees. 39 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Joel Isaacson & Co., LLC performs its advisory services is located at 546 Fifth Avenue, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-302-6300 or by fax 212-302-6390. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at joelisaacson.com.