Joel Isaacson & Co LLC
Legal Name: JOEL ISAACSON & CO., LLC
Full Contact Details
Joel Isaacson & Co LLC
546 FIFTH AVENUE, NEW YORK, NY
212-302-6300
212-302-6390
Other Info
Joel Isaacson & Co LLC, also known as JOEL ISAACSON & CO., LLC, is a Delaware-based Limited Liability Company consisting of 44 employees, with 17 in advisory roles, and an unknown number of clients. The firm's SEC status is reported as Approved, with registration dating back to December 17th, 2009.
Your Financial Path Finder – Joel Isaacson & Co.
We are financial pathfinders that help clients define their goals, develop the plan most likely to achieve them, and execute that plan with excellence.
Focus Financial Partners | RIA Investors
Focus invests in entrepreneurial RIAs, adding value by providing operational and marketing support, access to capital and succession planning.
Direct Owners
-
DAVID N PELTZ
PRINCIPAL owns less than 5%
-
FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
-
JOEL SCOTT ISAACSON
PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER owns less than 5%
-
LEE STEINMETZ
PRINCIPAL; TAX DIRECTOR owns less than 5%
-
MARTIN STEIN
PRINCIPAL; TAX DIRECTOR owns less than 5%
-
ROBERT EDWARD PAUL
PRINCIPAL owns less than 5%
-
STANLEY LAWRENCE ALTMARK
PRINCIPAL AND CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
-
FOCUS FINANCIAL PARTNERS, INC.
MEMBER owns 75% or more
-
FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more
Firms Located Nearby
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- Goldman Sachs Hedge Fund Strategies LLC
- ITAU USA Asset Management Inc
- Column Park Asset Management LP
- Wynnefield Capital Inc
Top Holdings
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- ISHARES $5,554k
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