Josephthal & Co., Inc. is a large advisory firm based in New York. It manages $186.68 million of regulatory assets for 697 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arkansas, and 44 other states.
Josephthal & Co. provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Josephthal & Co., Inc. is $186.68 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Josephthal & Co., Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Josephthal & Co., Inc. performs its advisory services is located at 200 Park Ave, New York, NY 10166, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 212-907-4000 or by fax 212-599-1409. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.josephthal.com.