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| William Joseph Capital Management Inc
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| |
|---|---|
| CRD # | 226535 |
| SEC # | 801-119964 |
| CIK # | |
| AUM | $270.2 MM (2024-08-06) |
| Employees | 19 (100% Investors, 0% Brokers) |
| Phone | 860-973-3214 |
| Address | 210 Red Stone Hill Road Bristol, CT 06010 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 822 | 244.4 |
| (b) Individuals (high net worth individuals) | 13 | 25.8 |
| (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 | 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 | 835 | 270.2 |
| By Discretionary | ||
| Discretionary | 835 | 270.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 835 | 270.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.2 | |
| Total | 835 | 270.2 |
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|---|---|---|
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|
MA | 0.3 |
|
One Wealth Capital Management LLC
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AZ | 0.3 |
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Stableford Capital LLC
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AZ | 0.3 |
|
Capital Cities Investments
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IN | 0.3 |
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Birch Run Investments LLC
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PA | 0.3 |
|
Kerberos Capital Management LLC
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IL | 0.3 |
|
Pacific Wealth Management LLC
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CA | 0.3 |
|
Blossom Wealth Management LLC
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CA | 0.3 |
|
Kevin M Gibney and Company LLC
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|
NJ | 0.3 |
|
Interchange Capital Partners LLC
✚
|
PA | 0.3 |