WILLIAM JOSEPH CAPITAL MANAGEMENT,LLC
Bristol, Connecticut
3.7
3 Reviews
William Joseph Capital Management, LLC, based out of Bristol, CT, is a reputable local investment advisory firm with a strong presence in the industry. With over 660 individual clients, the company manages a substantial $201,252,000 in assets. Providing personalized investment strategies and financial advice, William Joseph Capital Management caters to a diverse range of clients, including employer 401Ks and individuals.
The firm's expertise lies in the management of discretionary assets, ensuring that clients have the peace of mind knowing that their investments are being carefully handled. Boasting 15 offices, William Joseph Ca...
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Assets Under Mgmt
$201.25M
Investment Professionals
16
Locations
14
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Disclosures
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Found to have caused investement-related business to lose authorization denied by federal regulatory agency
Business denied, suspended, revoked, or restricted by self-regulatory organization or commodities exchange
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