|
⚲
|
| Keyboard |
| Joseph John Hasson Jr
✚
|
|
|---|---|
| CRD # | 109301 |
| SEC # | 801-57322 |
| CIK # | |
| AUM | 86.8 M (2026-03-03) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 718-921-3600 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 51.9 |
| (b) Individuals (high net worth individuals) | 3 | 33.1 |
| (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 | 1 | 1.8 |
| (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 | 36 | 86.8 |
| By Discretionary | ||
| Discretionary | 36 | 86.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 36 | 86.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 86.8 | |
| Total | 36 | 86.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
Aldemar Research Corporation
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89.5 M | |
|
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89.2 M | |
|
SHFP LLC
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88.9 M | |
|
Yearwood Young Advisors LLC
✚
|
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|
Sterling Asset Management Co Inc
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87.0 M | |
|
LK Financial Planning LLC
✚
|
NY | 86.9 M |
|
Seahorse Financial Advisers Inc
✚
|
NY | 86.7 M |
|
Intercarolina Financial Services Inc
✚
|
NC | 85.4 M |
|
Lehmann Livian Fridson Advisors LLC
✚
|
NY | 84.2 M |
|
Titan Managers LLC
✚
|
AZ | 84.2 M |