FIND A JOSEPH CAPITAL MANAGEMENT, LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 116156
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for JOSEPH CAPITAL MANAGEMENT, LLC Comes From
Understanding the Statistics for JOSEPH CAPITAL MANAGEMENT, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
2450 N. Citrus Hills Blvd., Hernando, FL 34442-5348
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
Part 2 Brochures
02 28 14 JCM FORM ADV PART 2A (2/28/2014)
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at JOSEPH CAPITAL MANAGEMENT, LLC
Paul Jeremiah Toohey
IAR
RR
CRD#: 448088
Location:
Anaheim Hills, CA 92808
Company:
TCFG INVESTMENT ADVISORS, LLC
Disclosures:
Experience:
51 years
Luke Kacer
IAR
RR
CRD#: 7378853
Location:
Tucson, AZ
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
4 years
TD
Trystan Clay Downey
IAR
CRD#: 7783114
Location:
Louisville, KY 40245
Company:
CERITY PARTNERS LLC
Disclosures:
Experience:
2 years
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