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Joel Isaacson & CO., LLC

Headquartered in NEW YORK, NY

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Firm Information

Joel Isaacson & CO., LLC is a registered investment advisor based in New York, NY. They offer financial planning, portfolio management for individuals, and tax planning and compliance consulting services. The firm has a total of 5,103 accounts under management with approximately $6.89 billion in regulatory assets. They primarily serve high-net-worth individuals and individuals other than high-net-worth, as well as charitable organizations.

Joel Isaacson & CO., LLC

546 FIFTH AVENUE

NEW YORK, NY 10036

$6.89B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax planning and compliance consulting services

Tax planning and compliance consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

JOEL ISAACSON & CO., LLC has a total of 2 branch locations across the country.
location

Wesley Chapel, FL

location

NEW YORK, NY

Advisors at Joel Isaacson & CO., LLC

View All 14 Advisors
Unclaimed
Mounia Mokdad

CFP®, RA

Wesley Chapel, FL

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Stanley Lawrence Altmark

CFP®, RA

NEW YORK, NY

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David N Peltz

CFP®, RA

NEW YORK, NY

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Ilan Asher Folman-cohen

CFP®, RA

NEW YORK, NY

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Ross Joseph Natoli

CFP®, RA

NEW YORK, NY

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Zachary Charles McGill

CFP®, RA

NEW YORK, NY

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Brian Cummins

CFP®, RA

NEW YORK, NY

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Unclaimed
Michael Anthony Buccino

CFP®, RA

NEW YORK, NY

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Disclosures

There are no public disclosures for Joel Isaacson & CO., LLC.

Frequently Asked Questions (7)

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