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Joseph Raymond Mesenburg (Columbus)


Joseph Raymond Mesenburg is an adviser based in Columbus. It manages $56.83 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Ohio.

Joseph Raymond Mesenburg provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Joseph Raymond Mesenburg: assets under management

The assets under management (AUM) of Joseph Raymond Mesenburg is $56.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $56.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.46 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Joseph Raymond Mesenburg for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Columbus

The principal office where Joseph Raymond Mesenburg performs its advisory services is located at 96 Northwoods Blvd., Columbus, OH 43235, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-431-0431 or by fax 614-431-0707. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.


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