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JOSEPH ADVISORY
601 N. Mesa St.
Floor 19
El Paso, Texas 79901
Tel: 915-820-8082
About JOSEPH ADVISORY
JOSEPH ADVISORY, formally registered with the SEC as JOSEPH ADVISORY. The firm was established in 09/19/2023. They have over 1 offices throughout the country.
JOSEPH ADVISORY is a El Paso, Texas based Financial Planning firm with nearly $134,367,000 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324475 |
| SEC# | 801-128749 |
| Assets Managed by Firm | $134,367,000 |
| No. of Clients | 6 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $134,367,000 |
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