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Home > Retirement Planners > connecticut > bristol > WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
210 Red Stone Hill Road
Suite 5
Bristol, Connecticut 06010
Tel: 860.973.3214
About WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC, formally registered with the SEC as WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. The firm was established in 12/11/2020. They have over 22 offices throughout the country.
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. is a Bristol, Connecticut based Financial Planning firm with nearly $270,208,397 assets under management, offering retirement planning & investment advisory services to 835 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 226535 |
| SEC# | 801-119964 |
| Assets Managed by Firm | $270,208,397 |
| No. of Clients | 835 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SELECTION OF OTHER ADVISERS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 835 | $270,208,397 |
| Individuals (other than high net worth individuals) | 822 | $244,369,484 |
| High net worth individuals | 13 | $25,838,913 |
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