Joel Isaacson & Company, LLC

Joel Isaacson & Company, LLC (CRD# 152450) is a financial advisory firm headquartered in New York, NY. They manage $6,894,330,282 in 5,103 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
546 Fifth Avenue, New York, NY 10036
https://twitter.com/focusfinancial
By the Numbers
  • Total Assets Under Management
    6,894
    MILLION
  • Total Number of Accounts
    5,103
    ACCOUNTS
  • Average Account Value
    $1,351,035
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Joel Isaacson & Company, LLC
Showing 11 - 13 of 13 top financial advisors.
11
David Peltz, financial advisor New York NY
David N. Peltz
CRD#: 6058635
546 Fifth Avenue, New York, NY 10036

David Peltz (CRD# 6058635) is an Investment Advisor Representative working at Joel Isaacson & Company, LLC in New York, NY and has 1 year of experience in the finance industry.

12
Joshua Peltz, financial advisor New York NY
Joshua Peltz
CRD#: 5129080
546 Fifth Avenue, New York, NY 10036

Joshua Peltz (CRD# 5129080) is an Investment Advisor Representative working at Joel Isaacson & Company, LLC in New York, NY and has 1 year of experience in the finance industry.

13
Hannah Woolley, financial advisor New York NY
Hannah Woolley
CRD#: 7419567
546 Fifth Avenue, New York, NY 10036

Hannah Woolley (CRD# 7419567) is an Investment Advisor Representative working at Joel Isaacson & Company, LLC in New York, NY and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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