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| Joel Isaacson & Co LLC
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|
|---|---|
| CRD # | 152450 |
| SEC # | 801-70880 |
| CIK # | 0001599330 |
| AUM | $8.0 B (2025-03-25) |
| Employees | 52 (38% Investors, 0% Brokers) |
| Phone | 212-302-6300 |
| Address | 546 Fifth Avenue New York, NY 10036 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Alphabet Inc | 0.1 | |
| Apple Inc | 0.1 | |
| Alphabet Inc | 0.1 | |
| Microsoft Corp | 0.1 | |
| Amazon Com Inc | 0.0 | |
| Facebook Inc | 0.0 | |
| Eaton Vance Tax Advantaged Dividend Income Fund | 0.0 | |
| J P Morgan Chase & Co | 0.0 | |
| IAC Holdings Inc | 0.0 | |
| Johnson & Johnson | 0.0 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 0.1 |
| (b) Individuals (high net worth individuals) | 1,069 | 7.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,347 | 8.0 |
| By Discretionary | ||
| Discretionary | 3,107 | 5.6 |
| Non-Discretionary | 2,240 | 2.4 |
| Total | 5,347 | 8.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 8.0 | |
| Total | 5,347 | 8.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001599330] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Saturna Capital Corporation
✚
|
WA | 8.4 |
|
Valmark Advisers Inc
✚
|
OH | 8.4 |
|
CornerStone Advisors Asset Management LLC
✚
|
PA | 8.3 |
|
Douglas Lane & Associates LLC
✚
|
NY | 8.2 |
|
Prowell Financial Management LLC
✚
|
PA | 8.1 |
|
Orgel Wealth Management LLC
✚
|
WI | 8.1 |
|
River Road Asset Management LLC
✚
|
KY | 8.0 |
|
Hornor Townsend & Kent LLC
✚
|
PA | 7.8 |
|
Homestead Advisers Corp
✚
|
VA | 7.7 |
|
Cadaret Grant & Co Inc
✚
|
NY | 7.7 |