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| Joel Isaacson & Co LLC
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| |
|---|---|
| CRD # | 152450 |
| SEC # | 801-70880 |
| CIK # | 0001599330 |
| AUM | $6.9 BB (2024-03-27) |
| Employees | 50 (42% Investors, 0% Brokers) |
| Phone | 212-302-6300 |
| Address | 546 Fifth Avenue New York, NY 10036 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOG | 1,482,566.4 | 85.2 | |
| GOOGL | 1,475,138.5 | 83.8 | |
| AAPL | 2,382,844.0 | 82.9 | |
| MSFT | 1,918,222.4 | 32.7 | |
| AMZN | 1,092,997.8 | 29.3 | |
| META | 434,852.0 | 22.0 | |
| EVT | 1,726.6 | 16.9 | |
| PG | 338,108.9 | 11.1 | |
| JNJ | 465,600.2 | 10.5 | |
| JPM | 340,169.2 | 9.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 0.1 |
| (b) Individuals (high net worth individuals) | 1,050 | 6.8 |
| (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 | 3 | 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 | 5,103 | 6.9 |
| By Discretionary | ||
| Discretionary | 2,594 | 4.3 |
| Non-Discretionary | 2,509 | 2.6 |
| Total | 5,103 | 6.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 6.8 | |
| Total | 5,103 | 6.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001599330] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Valmark Advisers Inc
✚
|
OH | 7.0 |
|
Crossmark Global Investments Inc
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|
TX | 7.0 |
|
Stephens Investment Management Group LLC
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|
AR | 7.0 |
|
Mutual Advisors LLC
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|
NE | 6.9 |
|
Perigon Wealth Management LLC
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CA | 6.9 |
|
Asset Preservation Advisors LLC
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|
GA | 6.9 |
|
Greenspring Advisors LLC
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|
MD | 6.9 |
|
Hornor Townsend & Kent LLC
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|
PA | 6.9 |
|
Hardman Johnston Global Advisors LLC
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|
CT | 6.8 |
|
Advisory Services Network LLC
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|
GA | 6.8 |