JOSEPH ADVISORY

JOSEPH ADVISORY SERVICES, LLC

CRD 324475 · SEC 801-128749

601 N. MESA ST., FLOOR 19, EL PASO, TX, 79901, United States

Phone

915-820-8082

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$170.9M

Discretionary AUM

$170.9M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

Services

Portfolio management (pooled vehicles)

Type	Clients	AUM
Pooled investment vehicles	8	$170.9M

Official SEC filing: View on IAPD