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JOEL ISAACSON & CO., LLC
CRD 152450 · SEC 801-70880
546 FIFTH AVENUE, NEW YORK, NY, 10036, United States
Phone
212-302-6300
Fax
212-302-6390
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.32B
Discretionary AUM
$7.38B
Team
52 total employees; 20 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PLANNING AND COMPLIANCE CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 135 | $101.0M |
| High net worth individuals | 1132 | $9.21B |
| Charitable organizations | 3 | $6.4M |
| Corporations/business entities | 1 | $2.7M |
States served
AZ, CA, CO, DC, GA, IL, LA, ME, MD, MA, NJ, NY, NC, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD