The Joseph Group Llc (Columbus)
The Joseph Group Llc Is a Large Advisory Firm Based in Columbus. It Manages $417.24 Million of Regulatory Assets for 527 Client Accounts. It Has Been...
The Joseph Group LLC is a large advisory firm based in Columbus. It manages $417.24 million of regulatory assets for 527 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, California, Florida, and 11 other states.
The Joseph Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The Joseph Group: assets under management
The assets under management (AUM) of The Joseph Group LLC is $417.24 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $417.24 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $791.72 thousand each.
The Joseph Group has custody of $17.44 million in cash and securities for 57 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in investment and business development companies the most. They account for 93% of the total AUM. The second-largest asset type is exchange traded securities, which make up 5% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.
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