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Isaacson Joel & Co., Inc. (New York)


Isaacson Joel & Co., Inc. is a large advisory firm based in New York. It manages $483.03 million of regulatory assets for 1,668 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Jersey and New York.

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Isaacson Joel & Co. provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.

Isaacson Joel & Co.: assets under management

The assets under management (AUM) of Isaacson Joel & Co., Inc. is $483.03 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $108.98 million in discretionary accounts and $374.05 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $459.85 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $261.39 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Isaacson Joel & Co., Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Isaacson Joel & Co., Inc. performs its advisory services is located at 516 Fifth Avenue, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-302-6300 or by fax 212-302-6390. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.joelisaacson.com.


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