The Joseph Group Capital Management
The Joseph Group Capital Management (CRD# 165311) is a financial advisory firm headquartered in Columbus, OH. They manage $684,406,547 in 736 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management684MILLION
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Total Number of Accounts736ACCOUNTS
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Average Account Value$929,900
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, FL, IL, KY, LA, MI, NC, NE, NJ, OH, PA, SC, TX, VA
Nicholas Boyden (CRD# 6114391) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has over 10 years of experience in the finance industry.
Jacob Martin (CRD# 6795940) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has 1 year of experience in the finance industry.
Bruce Mizer (CRD# 1519998) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has over 20 years of experience in the finance industry.
Mark Palmer (CRD# 4360802) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has 1 year of experience in the finance industry.
Matthew Palmer (CRD# 4360807) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has 1 year of experience in the finance industry.
David Suchland (CRD# 2739873) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has over 26 years of experience in the finance industry.
Robert Upton (CRD# 3158923) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has over 25 years of experience in the finance industry.
Todd Walter (CRD# 4610460) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has over 20 years of experience in the finance industry.