JOEL ISAACSON & CO., LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 152450
- Registered since
- December 17, 2009
- Website
- www.joelisaacson.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.82%
- Individuals1.08%
- Charitable Organizations0.07%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Joel Isaacson & Co, LLC is an independent RIA that blends discretionary portfolio management with financial planning and third‑party manager selection. The firm tilts toward equities — both exchange‑traded and privately held non‑exchange traded equities — and acts as a capital allocator, directing client capital into external managers and sponsored pooled vehicles when appropriate. Fee arrangements are flexible, including percentage of AUM, hourly work and fixed fees, allowing tailored engagements for individuals, families and institutional clients. Joel Isaacson & Co, LLC does not position itself as an active ESG investor and its advisory activity includes selection of other advisers and sponsorship or management of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities31%
- Public Funds/Mutual Funds24%
- Exchange Traded Equities14%
- Cash & Cash Equivalents12%
- State & Local Bonds8%
Owners & executives
2 of 2DAVID PELTZ
Partner and Chief Executive OfficerCRD 6058635
Morgan Tesoriero
Chief Compliance OfficerCRD 8032706
Contacts
3 of 16Gustavo Peguero
ParaplannerCRD 6936810
STANLEY ALTMARK
PartnerCRD 2661059
MARTIN STEIN
PartnerCRD 4358100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 194Active vs passive
$2.5B in ETFs
79%
$2B
3%
$527M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF (SDY) | State Street | Passive | Mid Cap Value | $415M | 2,847,021 | 16.55% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 546 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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