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JOEL ISAACSON & CO., LLC

SEC Form ADV profile.

Total regulatory AUM
$9,323,576,105
Discretionary
$7,378,100,350
Non-discretionary
$1,945,475,755

Firm details

CRD number
152450
SEC file number
801-70880
Main office
NEW YORK, NY, United States
Employees
52
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.