Owen Joseph Asset Management Corp

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Assets, Funds, Holdings

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Owen Joseph Asset Management Corp
CRD #107604
SEC #801-39881
CIK #
AUM
Employees
Phone858-678-9400
Address5375 Mira Sorrento Pl
San Diego, CA 92121
Source [IAPD]
Total AUM ($MM)
14011284562801999200620132021
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 455 139.3
By Discretionary
Discretionary 440 74.3
Non-Discretionary 15 65.0
Total 455 139.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 139.3
Total 455 139.3
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