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THE JOSEPH GROUP CAPITAL MANAGEMENT
605 South Front Street
Suite 100
Columbus, Ohio 43215
Tel: 614-228-4300
About THE JOSEPH GROUP CAPITAL MANAGEMENT
THE JOSEPH GROUP CAPITAL MANAGEMENT, formally registered with the SEC as THE JOSEPH GROUP CAPITAL MANAGEMENT. The firm was established in 10/03/2012. They have over 1 offices throughout the country.
THE JOSEPH GROUP CAPITAL MANAGEMENT is a Columbus, Ohio based Financial Planning firm with nearly $684,406,547 assets under management, offering retirement planning & investment advisory services to 736 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 165311 |
| SEC# | 801-77130 |
| Assets Managed by Firm | $684,406,547 |
| No. of Clients | 736 |
| No. of Advisors | 21 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 736 | $684,406,547 |
| Individuals (other than high net worth individuals) | 505 | $175,721,096 |
| High net worth individuals | 220 | $469,425,552 |
| Corporations or other businesses | 11 | $39,259,899 |
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