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| The Joseph Group LLC
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| |
|---|---|
| CRD # | 165311 |
| SEC # | 801-77130 |
| CIK # | |
| AUM | $811.7 MM (2024-06-25) |
| Employees | 22 (64% Investors, 0% Brokers) |
| Phone | 614-228-4300 |
| Address | 605 South Front Street Columbus, OH 43215 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 488 | 168.4 |
| (b) Individuals (high net worth individuals) | 266 | 615.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 27.9 |
| (n) Other | 0 | 0.0 |
| Total | 768 | 811.7 |
| By Discretionary | ||
| Discretionary | 768 | 811.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 768 | 811.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 811.7 | |
| Total | 768 | 811.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Opal Wealth Advisors LLC
✚
|
NY | 0.8 |
|
Sharkey Howes & Javer Inc
✚
|
CO | 0.8 |
|
Coyle Financial Counsel LLC
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|
IL | 0.8 |
|
Reagan Companies Asset Management Inc
✚
|
NY | 0.8 |
|
Kelly Financial Group LLC
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|
CT | 0.8 |
|
Black Coral Financial Advisors LLC
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|
NJ | 0.8 |
|
Realta Investment Advisors Inc
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|
DE | 0.8 |
|
Financial Advisors Network Inc
✚
|
CA | 0.8 |
|
One Day in July LLC
✚
|
VT | 0.8 |
|
Richard P Slaughter Associates Inc
✚
|
TX | 0.8 |