Joselit Asset Management

RIASEC Registered
Total AUM
$67M
Discretionary
$67M
100% of AUM
Avg account
$2.8M
Accounts
24
Employees
2
Advisory reps
2

Firm details

Headquarters
Northbrook, Illinois
CRD number
152625
Website
www.joselitassetmanagement.com
Fee structure
Percentage of AUM
Client types
  • HNWI91.79%
  • Pension & Profit Sharing Plans8.21%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Joselit Asset Management is a privately held limited liability company that provides fee-based portfolio management to both individual/family clients and institutional or business clients. The firm bills on a percentage-of-assets basis and focuses on discretionary portfolio management for individuals and small businesses as well as for larger business and institutional accounts. It does not identify as an active ESG investor, is not structured as a capital allocator, and the firm is owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 56%, Investment Grade Corp Bonds 21%, Non-Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 9%, US Government Bonds 3%, State & Local Bonds 1%56%
  • Exchange Traded Equities56%
  • Investment Grade Corp Bonds21%
  • Non-Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents9%
  • US Government Bonds3%

Contacts

2 of 2
  • Randall Joselit

    Randall Joselit

    CPA Tax Phoenix, Business Tax Consultant, Entrepreneur CPA Tax AdvisorCRD 4104183

  • Bradley Joselit

    Bradley Joselit

    ​President and FounderCRD 2995848

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Northbrook, IL

Cook

Location

Northbrook, IL

Headquartered in Northbrook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
1363 Shermer Rd
Time zone
CT (UTC-6)
Office locations

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