William Joseph Capital Management, Inc.
William Joseph Capital Management, Inc. (CRD# 226535) is a financial advisory firm headquartered in Bristol, CT. They manage $270,208,397 in 835 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management270MILLION
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Total Number of Accounts835ACCOUNTS
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Average Account Value$323,603
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, GA, IL, MA, ME, NC, NH, NY, PA, RI, SC, TX, VA, WI
Dean Anatra (CRD# 6604951) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Madison, CT and has over 8 years of experience in the finance industry.
Justin Bolmgren (CRD# 4673059) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Milford, PA and has over 20 years of experience in the finance industry.
David Cowan (CRD# 1445632) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in North Haven, CT and has over 38 years of experience in the finance industry.
Charles Dufour (CRD# 1279085) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Woodstock, CT and has over 7 years of experience in the finance industry.
Joseph Goss (CRD# 5115607) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Bristol, CT and has over 9 years of experience in the finance industry.
Richard Knudsen (CRD# 2879347) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Bristol, CT and has over 26 years of experience in the finance industry.
Morgan Marx (CRD# 6595524) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Bristol, CT and has over 8 years of experience in the finance industry.
Willliam McCloskey (CRD# 4802108) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Somers, CT and has over 19 years of experience in the finance industry.
Steven Minninger (CRD# 5288131) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Stamford, CT and has over 16 years of experience in the finance industry.
Bianca Noiseux (CRD# 3148858) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Bristol, CT and has over 25 years of experience in the finance industry.