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
Bryan Ricci (CRD# 6550511) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Bristol, CT and has 1 year of experience in the finance industry.
Daphne Roberson (CRD# 6618543) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Bristol, CT and has over 5 years of experience in the finance industry.
Michael Schellinger (CRD# 6903790) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Bristol, CT and has over 6 years of experience in the finance industry.
Sabrina Scott (CRD# 6808675) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Lilburn, GA and has over 6 years of experience in the finance industry.
Matthew Sweeney (CRD# 5705171) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Bristol, CT and has over 14 years of experience in the finance industry.
Sondra Ziegler (CRD# 6928483) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Bristol, CT and has over 7 years of experience in the finance industry.
Talie Cyr (CRD# 7833230) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Warren, RI and has 1 year of experience in the finance industry.
Mindy Gallina (CRD# 7603562) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Hampstead, NC and has 1 year of experience in the finance industry.
Christopher Torres-Gilbes (CRD# 6141128) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Newnan, GA and has over 2 years of experience in the finance industry.