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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