JOSEPH JOHN HASSON JR
Firm details
- Headquarters
- ,
- CRD number
- 109301
- Registered since
- March 15, 2000
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals59.79%
- HNWI38.16%
- Pension & Profit Sharing Plans2.05%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Joseph John Hasson Jr operates a sole-proprietorship independent registered investment adviser that has been SEC-registered since 2000. The firm provides financial planning services and portfolio management focused on individuals, families and small-business owners, with some institutional relationships. Fee arrangements combine a percentage of assets under management and fixed-fee engagements. Investment practice emphasizes equities as the primary exposure while maintaining a substantial cash position. The adviser is not positioned as a capital allocator or multi-state adviser and does not identify as an active ESG investor. Services are delivered through a boutique, owner-operated model under the stewardship of Joseph John Hasson Jr.
Assets & Accounts
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
- Cash & Cash Equivalents45%
- Non-Exchange Traded Equities43%
- Non-Investment Grade Corp Bonds6%
- Exchange Traded Equities3%
- Investment Grade Corp Bonds2%
Contacts
1 of 1JOSEPH HASSON
PresidentCRD 239505
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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