JOEL ISAACSON & COMPANY ., LLC

HTTP://WWW.JOELISAACSON.COM NEW YORK, NY Investment Advisor How do I update this listing?

Joel Isaacson & Company . is based out of New York. Joel Isaacson & Company . is a large advisory firm with 1100 clients and discretionary assets under management (AUM) of $2,341,552,781 (Form ADV from 2018-08-01). Their last reported 13F filing for Q3 2019 included $701,880,000 in managed 13F securities and a top 10 holdings concentration of 67.78%. Joel Isaacson & Company .'s largest holding is SPDR S&P Dividend ETF with shares held of 1,873,247. Joel Isaacson & Company . has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 29 13F filings

Subscription Required

Equal-WT
WhaleScore

?

68

S&P 500
WhaleScore

?

Subscription Required

Manager Weighted
WhaleScore

?
Download 13F Summary to Excel Create Email Alert

09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $701.88 Million
  • Prior Market Value $687.051 Million
  • New Purchases14 stocks
  • Additional Purchases39 stocks
  • Sold out of20 stocks
  • Reduced holdings in111 stocks
  • Top 10 Holdings % 67.78 %
  • Turnover % [1]:16.83%
  • Turnover Alt % [2]: 2.45 %
  • Time Held Top20:18.80 quarters
  • Time Held Top10:22.80 quarters
  • Time Held All:19.11 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -0.76%
Performance Last 4 Quarters: 2.57%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR/A (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

JOEL ISAACSON & CO., LLC
546 FIFTH AVENUE
NEW YORK NY    10036
Country: United States

Business Phone: 212-302-6300
Fax: 212-302-6390
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 44
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 215,345,000
Total Number of Clients: 1100
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

JOEL ISAACSON & CO., LLC

ownership team - last updated 2019-03-01
Name Title Start Date Direct/Indirect % Ownership
ALTMARK, STANLEY, LAWRENCE PRINCIPAL AND CHIEF COMPLIANCE OFFICER 11/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOEL ISAACSON & CO., INC. VICE PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER direct 1993-04-01
JOEL ISAACSON & CO., LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2009-11-01
ISAACSON JOEL & CO., INC. VICE PRESIDENT, DIRECTOR direct 1993-04-01 2004-05-06
ISAACSON, JOEL, SCOTT PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER 11/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
ISAACSON JOEL & CO., INC. PRESIDENT, DIRECTOR direct 1993-04-01
JOEL ISAACSON & CO., LLC PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 2009-11-01
JOEL ISAACSON & CO., LLC PRESIDENT AND CHIEF INVESTMENT OFFICER direct 2009-11-01 2014-11-26
STEIN, MARTIN PRINCIPAL; TAX DIRECTOR 11/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
ISAACSON JOEL & CO., INC. SECRETARY, DIRECTOR direct 1997-07-01
JOEL ISAACSON & CO., LLC PRINCIPAL; TAX DIRECTOR direct 2009-11-01
STEINMETZ, LEE PRINCIPAL; TAX DIRECTOR 11/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOEL ISAACSON & CO., INC. VICE PRESIDENT, DIRECTOR direct 2002-01-01
JOEL ISAACSON & CO., LLC PRINCIPAL; TAX DIRECTOR direct 2009-11-01
FOCUS OPERATING, LLC MEMBER (MANAGER) 11/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
GW & WADE, LLC MEMBER (MANAGER) indirect 2007-01-01
GW & WADE, LLC MEMBER direct 2007-09-01
GW & WADE, LLC MEMBER (MANAGER) direct 2007-09-01
RESNICK INVESTMENT ADVISORS, LLC MEMBER direct 2006-06-01
GELLER ADVISORY GROUP, LLC MEMBER direct 2006-01-01
SENTINEL PENSION ADVISORS INC MEMBER direct 2007-01-01
WESPAC ADVISORS, LLC MEMBER direct 2008-07-01
SCS CAPITAL MANAGEMENT LLC MEMBER (MANAGER) direct 2017-07-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER direct 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER direct 2006-12-01
CAPITAL ADVISORY GROUP, LLC MEMBER (MANAGER) direct 2006-01-01
CAG ACQUISITION, LLC MEMBER direct 2006-01-01
CAG ACQUISITION, LLC MANAGING MEMBER direct 2006-01-01
HOYLECOHEN, LLC MEMBER direct 2006-05-01
HOYLECOHEN, LLC MEMBER (MANAGER) direct 2006-05-01
BAM ADVISOR SERVICES, LLC MEMBER (MANAGER) direct 2007-02-01
BAM ADVISOR SERVICES, LLC MEMBER direct 2007-02-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER (MANAGER) direct 2007-02-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER direct 2007-02-01
BFSG, LLC MEMBER direct 2007-03-01
POWERS CAPITAL INVESTMENTS, INC. MEMBER direct 2016-01-01
JFS WEALTH ADVISORS, LLC MEMBER direct 2007-08-01
ATLAS PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2007-09-01
DION MONEY MANAGEMENT LLC MEMBER direct 2007-09-01
LARA, SHULL & MAY, LLC 100 % OWNER direct 2007-10-01
LARA, SHULL & MAY, LLC MEMBER direct 2007-10-01
WESPAC ADVISORS, LLC MEMBER direct 2008-07-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) direct 2009-11-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2009-12-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2009-12-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER (MANAGER) direct 2010-01-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER (MANAGER) direct 2010-12-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER(MANAGER) direct 2010-12-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER direct 2010-12-01
THE COLONY GROUP, LLC MEMBER direct 2011-10-01
THE COLONY GROUP, LLC MEMBER (MANAGER) direct 2011-10-01
HUFFORD ADVISORS, LLC MEMBER (MANAGER) direct 2011-09-01
LVW ADVISORS, LLC MANAGING MEMBER direct 2011-10-01
LVW ADVISORS, LLC MEMBER (MANAGER) direct 2011-10-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER (MANAGER) direct 2011-09-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC SOLE MEMBER (MANAGER) direct 2011-09-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER direct 2011-09-01
VESTOR CAPITAL, LLC MEMBER direct 2012-10-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER direct 2012-12-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (MANAGER) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (CONTROLLING) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (MANAGING) direct 2012-12-01
BEIRNE WEALTH CONSULTING SERVICES, LLC MEMBER direct 2013-02-01
BEIRNE WEALTH CONSULTING SERVICES, LLC MEMBER (MANAGER) direct 2013-02-01
TELEMUS CAPITAL, LLC MEMBER direct 2013-08-01
LAFLEUR & GODFREY LLC MEMBER (MANAGER) direct 2013-08-01
LAFLEUR & GODFREY LLC MEMBER direct 2013-08-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER (MANAGER) direct 2014-11-01
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC MEMBER (MANAGER) direct 2015-02-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER (MANAGER) indirect 2015-04-01
THE FIDUCIARY GROUP, LLC MEMBER (MANAGER) direct 2015-04-01
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2015-07-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER (MANAGER) direct 2015-07-01
FORT PITT CAPITAL GROUP, LLC MEMBER/MANAGER direct 2015-10-01
FORT PITT CAPITAL GROUP, LLC MEMBER direct 2015-10-01
PATTON ALBERTSON MILLER GROUP, LLC MEMBER direct 2015-10-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER/MANAGER direct 2016-01-01
DOUGLAS LANE & ASSOCIATES, LLC MEMBER (MANAGER) direct 2016-01-01
CARNICK & KUBIK GROUP, LLC MEMBER direct 2016-04-01
WADDELL & ASSOCIATES, LLC MEMBER direct 2016-04-01
GYL FINANCIAL SYNERGIES, LLC MEMBER (MANAGER) direct 2016-08-01
OREN ADVISORS, LLC MEMBER (MANAGER) direct 2016-10-01
CRESTWOOD ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-01-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER (MANAGER) direct 2016-12-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER (MANAGER) direct 2017-02-01
BORDEAUX WEALTH ADVISORS LLC MEMBER (MANAGER) direct 2017-03-01
LAKE STREET ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-04-01
BROWNLIE & BRADEN ADVISORS, LLC MEMBER (MANAGER) direct 2016-12-01
ETON ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-09-01
PAUL, ROBERT, EDWARD PRINCIPAL 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOEL ISAACSON & CO., INC. VICE PRESIDENT, DIRECTOR direct 2008-01-01
JOEL ISAACSON & CO., LLC PRINCIPAL direct 2012-03-01
PELTZ, DAVID, N PRINCIPAL 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOEL ISAACSON & CO., LLC PRINCIPAL direct 2012-03-01
FOCUS FINANCIAL PARTNERS, LLC MEMBER FOCUS OPERATING, LLC 01/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SCS CAPITAL MANAGEMENT LLC MEMBER indirect 2007-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2007-01-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER direct 2005-07-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER (MANAGER) indirect 2006-12-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER indirect 2007-01-01
CAG ACQUISITION, LLC MEMBER direct 2006-01-01
CAG ACQUISITION, LLC MEMBER indirect 2006-12-01
CAG ACQUISITION, LLC SHAREHOLDER indirect 2006-12-01
CAPITAL ADVISORY GROUP, LLC MEMBER indirect 2007-01-01
HOYLECOHEN, LLC MEMBER direct 2006-05-01
HOYLECOHEN, LLC MEMBER indirect 2006-05-01
HOYLECOHEN, LLC MEMBER indirect 2007-01-01
QUANTUM CAPITAL MANAGEMENT DBA QCM, LLC MEMBER direct 2007-01-01
QCM, LLC DBA QUANTUM CAPITAL MANAGEMENT MEMBER indirect 2007-01-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2006-12-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2007-01-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2006-12-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2007-01-01
BFSG, LLC MEMBER indirect 2007-01-01
BFSG, LLC MEMBER indirect 2007-03-01
POWERS CAPITAL INVESTMENTS, INC. MEMBER indirect 2007-01-01
JFS WEALTH ADVISORS, LLC MEMBER indirect 2007-01-01
JFS WEALTH ADVISORS, LLC MEMBER indirect 2007-08-01
ATLAS PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
DION MONEY MANAGEMENT LLC MEMBER indirect 2007-09-01
LARA, MAY & ASSOCIATES, LLC MEMBER indirect 2007-01-01
LARA, SHULL & MAY, LLC MEMBER indirect 2007-10-01
LARA, SHULL & MAY, LLC MEMBER indirect 2007-10-01
WESPAC ADVISORS, LLC MEMBER indirect 2006-12-01
WESPAC ADVISORS, LLC MEMBER indirect 2007-01-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) indirect 2006-12-01
JOEL ISAACSON & CO., LLC MEMBER indirect 2007-01-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) indirect 2007-01-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-09-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER (MANAGER) indirect 2006-12-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER indirect 2007-01-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER indirect 2007-01-01
THE COLONY GROUP, LLC MEMBER indirect 2007-01-01
HUFFORD ADVISORS, LLC MEMBER indirect 2007-01-01
LVW ADVISORS, LLC MEMBER indirect 2007-01-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER indirect 2007-01-01
VESTOR CAPITAL, LLC MEMBER indirect 2007-01-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMEBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MANAGING MEMBER direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER direct 2012-12-01
TELEMUS CAPITAL, LLC MEMBER indirect 2007-01-01
LAFLEUR & GODFREY LLC MEMBER indirect 2007-01-01
SUMMIT FINANCIAL WEALTH ADVISORS, LLC MEMBER indirect 2007-01-01
GRATUS CAPITAL, LLC MEMBER indirect 2007-01-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER indirect 2007-01-01
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC MEMBER indirect 2007-01-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER indirect 2007-01-01
THE FIDUCIARY GROUP, LLC MEMBER indirect 2007-01-01
THE FIDUCIARY GROUP, LLC MEMBER indirect 2015-04-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER indirect 2007-01-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER indirect 2015-07-01
FORT PITT CAPITAL GROUP, LLC MEMBER indirect 2007-01-01
FORT PITT CAPITAL GROUP, LLC MEMBER (MANAGER) direct 2015-08-01
PATTON ALBERTSON MILLER GROUP, LLC MEMBER indirect 2015-10-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER indirect 2007-01-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER/MANAGER direct 2015-11-01
DOUGLAS LANE & ASSOCIATES, LLC MEMBER indirect 2007-01-01
CARNICK & KUBIK GROUP, LLC MEMBER indirect 2007-01-01
CARNICK & KUBIK GROUP, LLC MEMBER indirect 2016-04-01
WADDELL & ASSOCIATES, LLC MEMBER indirect 2007-01-01
WADDELL & ASSOCIATES, LLC MEMBER indirect 2016-04-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2007-01-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2016-08-01
XML FINANCIAL, LLC MEMBER indirect 2007-01-01
CRESTWOOD ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER indirect 2016-12-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER indirect 2017-02-01
CFO4LIFE GROUP, LLC MEMBER indirect 2007-01-01
BORDEAUX WEALTH ADVISORS LLC MEMBER indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC OWNER indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC 16-1728260 indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC MEMBER indirect 2017-01-01
BROWNLIE & BRADEN ADVISORS, LLC MEMBER indirect 2016-12-01
ETON ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
ETON ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
GW & WADE, LLC MEMBER indirect 2007-01-01
GW & WADE INC MEMBER indirect 2007-09-01
RESNICK INVESTMENT ADVISORS, LLC MEMBER indirect 2007-01-01
GELLER ADVISORY GROUP, LLC MEMBER direct 2006-01-01
GELLER ADVISORY GROUP LTD SHAREHOLDER direct 2006-01-01
GELLER ADVISORY GROUP, LLC MEMBER indirect 2007-01-01
SENTINEL PENSION ADVISORS INC MEMBER indirect 2007-01-01
SENTINEL PENSION ADVISORS INC DIRECT OWNER direct 2007-01-01
WESPAC ADVISORS, LLC MEMBER indirect 2006-12-01
FOCUS FINANCIAL PARTNERS, INC. MEMBER FOCUS FINANCIAL PARTNERS, LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FORT PITT CAPITAL GROUP, LLC MEMBER indirect 2018-07-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER indirect 2018-07-01
VESTOR CAPITAL, LLC MEMBER indirect 2018-07-01
FORTEM FINANCIAL GROUP, LLC MEMBER indirect 2018-07-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2018-07-01
GW & WADE, LLC MEMBER indirect 2018-07-01
CORNERSTONE WEALTH GROUP, LLC MEMBER indirect 2018-07-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2018-07-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2018-07-01
TELEMUS CAPITAL, LLC MEMBER indirect 2018-07-01
BFSG, LLC MEMBER indirect 2018-07-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER indirect 2018-07-01
XML FINANCIAL, LLC MEMBER indirect 2018-07-01
LARA, MAY & ASSOCIATES, LLC MEMBER indirect 2018-07-01
LAKE STREET ADVISORS GROUP, LLC MEMBER indirect 2018-07-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2018-07-01
THE COLONY GROUP, LLC MEMBER indirect 2018-07-01
HOYLECOHEN, LLC MEMBER indirect 2018-07-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER indirect 2018-07-01

JOEL ISAACSON & CO., LLC

ownership team - last updated 2017-08-01
Name Title Start Date Direct/Indirect % Ownership
PELTZ, DAVID, N PRINCIPAL 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOEL ISAACSON & CO., LLC PRINCIPAL direct 2012-03-01
PAUL, ROBERT, EDWARD PRINCIPAL 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOEL ISAACSON & CO., INC. VICE PRESIDENT, DIRECTOR direct 2008-01-01
JOEL ISAACSON & CO., LLC PRINCIPAL direct 2012-03-01
FOCUS OPERATING, LLC MEMBER (MANAGER) 11/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
GW & WADE, LLC MEMBER (MANAGER) indirect 2007-01-01
GW & WADE, LLC MEMBER direct 2007-09-01
GW & WADE, LLC MEMBER (MANAGER) direct 2007-09-01
RESNICK INVESTMENT ADVISORS, LLC MEMBER direct 2006-06-01
GELLER ADVISORY GROUP, LLC MEMBER direct 2006-01-01
SENTINEL PENSION ADVISORS INC MEMBER direct 2007-01-01
WESPAC ADVISORS, LLC MEMBER direct 2008-07-01
SCS CAPITAL MANAGEMENT LLC MEMBER (MANAGER) direct 2017-07-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER direct 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER direct 2006-12-01
CAPITAL ADVISORY GROUP, LLC MEMBER (MANAGER) direct 2006-01-01
CAG ACQUISITION, LLC MEMBER direct 2006-01-01
CAG ACQUISITION, LLC MANAGING MEMBER direct 2006-01-01
HOYLECOHEN, LLC MEMBER direct 2006-05-01
HOYLECOHEN, LLC MEMBER (MANAGER) direct 2006-05-01
BAM ADVISOR SERVICES, LLC MEMBER (MANAGER) direct 2007-02-01
BAM ADVISOR SERVICES, LLC MEMBER direct 2007-02-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER (MANAGER) direct 2007-02-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER direct 2007-02-01
BFSG, LLC MEMBER direct 2007-03-01
POWERS CAPITAL INVESTMENTS, INC. MEMBER direct 2016-01-01
JFS WEALTH ADVISORS, LLC MEMBER direct 2007-08-01
ATLAS PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2007-09-01
DION MONEY MANAGEMENT LLC MEMBER direct 2007-09-01
LARA, SHULL & MAY, LLC 100 % OWNER direct 2007-10-01
LARA, SHULL & MAY, LLC MEMBER direct 2007-10-01
WESPAC ADVISORS, LLC MEMBER direct 2008-07-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) direct 2009-11-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2009-12-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2009-12-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER (MANAGER) direct 2010-01-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER (MANAGER) direct 2010-12-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER(MANAGER) direct 2010-12-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER direct 2010-12-01
THE COLONY GROUP, LLC MEMBER direct 2011-10-01
THE COLONY GROUP, LLC MEMBER (MANAGER) direct 2011-10-01
HUFFORD ADVISORS, LLC MEMBER (MANAGER) direct 2011-09-01
LVW ADVISORS, LLC MANAGING MEMBER direct 2011-10-01
LVW ADVISORS, LLC MEMBER (MANAGER) direct 2011-10-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER (MANAGER) direct 2011-09-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC SOLE MEMBER (MANAGER) direct 2011-09-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER direct 2011-09-01
VESTOR CAPITAL, LLC MEMBER direct 2012-10-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER direct 2012-12-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (MANAGER) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (CONTROLLING) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (MANAGING) direct 2012-12-01
BEIRNE WEALTH CONSULTING SERVICES, LLC MEMBER direct 2013-02-01
BEIRNE WEALTH CONSULTING SERVICES, LLC MEMBER (MANAGER) direct 2013-02-01
TELEMUS CAPITAL, LLC MEMBER direct 2013-08-01
LAFLEUR & GODFREY LLC MEMBER (MANAGER) direct 2013-08-01
LAFLEUR & GODFREY LLC MEMBER direct 2013-08-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER (MANAGER) direct 2014-11-01
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC MEMBER (MANAGER) direct 2015-02-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER (MANAGER) indirect 2015-04-01
THE FIDUCIARY GROUP, LLC MEMBER (MANAGER) direct 2015-04-01
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2015-07-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER (MANAGER) direct 2015-07-01
FORT PITT CAPITAL GROUP, LLC MEMBER/MANAGER direct 2015-10-01
FORT PITT CAPITAL GROUP, LLC MEMBER direct 2015-10-01
PATTON ALBERTSON MILLER GROUP, LLC MEMBER direct 2015-10-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER/MANAGER direct 2016-01-01
DOUGLAS LANE & ASSOCIATES, LLC MEMBER (MANAGER) direct 2016-01-01
CARNICK & KUBIK GROUP, LLC MEMBER direct 2016-04-01
WADDELL & ASSOCIATES, LLC MEMBER direct 2016-04-01
GYL FINANCIAL SYNERGIES, LLC MEMBER (MANAGER) direct 2016-08-01
OREN ADVISORS, LLC MEMBER (MANAGER) direct 2016-10-01
CRESTWOOD ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-01-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER (MANAGER) direct 2016-12-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER (MANAGER) direct 2017-02-01
BORDEAUX WEALTH ADVISORS LLC MEMBER (MANAGER) direct 2017-03-01
LAKE STREET ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-04-01
BROWNLIE & BRADEN ADVISORS, LLC MEMBER (MANAGER) direct 2016-12-01
ETON ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-09-01
STEINMETZ, LEE PRINCIPAL; TAX DIRECTOR 11/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOEL ISAACSON & CO., INC. VICE PRESIDENT, DIRECTOR direct 2002-01-01
JOEL ISAACSON & CO., LLC PRINCIPAL; TAX DIRECTOR direct 2009-11-01
STEIN, MARTIN PRINCIPAL; TAX DIRECTOR 11/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
ISAACSON JOEL & CO., INC. SECRETARY, DIRECTOR direct 1997-07-01
JOEL ISAACSON & CO., LLC PRINCIPAL; TAX DIRECTOR direct 2009-11-01
ISAACSON, JOEL, SCOTT PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER 11/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
ISAACSON JOEL & CO., INC. PRESIDENT, DIRECTOR direct 1993-04-01
JOEL ISAACSON & CO., LLC PRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 2009-11-01
JOEL ISAACSON & CO., LLC PRESIDENT AND CHIEF INVESTMENT OFFICER direct 2009-11-01 2014-11-26
ALTMARK, STANLEY, LAWRENCE PRINCIPAL AND CHIEF COMPLIANCE OFFICER 11/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOEL ISAACSON & CO., INC. VICE PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER direct 1993-04-01
JOEL ISAACSON & CO., LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2009-11-01
ISAACSON JOEL & CO., INC. VICE PRESIDENT, DIRECTOR direct 1993-04-01 2004-05-06
TRIDENT VI PARALLEL FUND, L.P. MEMBER TRIDENT FFP BLOCKER LLC 04/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PROVISE MANAGEMENT GROUP, LLC LIMITED PARTNER indirect 2016-06-01
GW & WADE, LLC MEMBER indirect 2017-04-01
RESNICK INVESTMENT ADVISORS, LLC MEMBER indirect 2017-04-01
SENTINEL PENSION ADVISORS INC MEMBER indirect 2017-04-01
BEACON RETIREMENT PLANNING SERVICES INC. LIMITED PARTNER indirect 2016-06-01
SCS CAPITAL MANAGEMENT LLC MEMBER indirect 2017-04-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2017-04-01
HOYLECOHEN, LLC MEMBER indirect 2017-04-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2017-04-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2017-04-01
BFSG, LLC MEMBER indirect 2017-04-01
JFS WEALTH ADVISORS, LLC MEMBER indirect 2017-04-01
ATLAS PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2017-04-01
LARA, MAY & ASSOCIATES, LLC MEMBER indirect 2017-04-01
WESPAC ADVISORS, LLC MEMBER indirect 2017-04-01
KESTRA INSTITUTIONAL SERVICES, LLC LIMITED PARTNER indirect 2016-06-01
JOEL ISAACSON & CO., LLC MEMBER indirect 2017-04-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2017-04-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER indirect 2017-04-01
KESTRA PRIVATE WEALTH SERVICES, LLC LIMITED PARTNER indirect 2016-06-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER indirect 2017-04-01
THE COLONY GROUP, LLC MEMBER indirect 2017-04-01
LVW ADVISORS, LLC MEMBER indirect 2017-04-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER indirect 2017-04-01
VESTOR CAPITAL, LLC MEMBER indirect 2017-04-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER indirect 2017-04-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER indirect 2017-04-01
BEIRNE WEALTH CONSULTING SERVICES, LLC MEMBER indirect 2017-04-01
TELEMUS CAPITAL, LLC MEMBER indirect 2017-04-01
LAFLEUR & GODFREY LLC MEMBER indirect 2017-04-01
SUMMIT FINANCIAL WEALTH ADVISORS, LLC MEMBER indirect 2017-04-01
GRATUS CAPITAL, LLC MEMBER indirect 2017-04-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER indirect 2017-04-01
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC MEMBER indirect 2017-04-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER indirect 2017-04-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER direct 2017-04-01
THE FIDUCIARY GROUP, LLC MEMBER indirect 2017-04-01
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2017-04-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER indirect 2017-04-01
FORT PITT CAPITAL GROUP, LLC MEMBER indirect 2017-04-01
PATTON ALBERTSON MILLER GROUP, LLC MEMBER indirect 2017-04-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER indirect 2017-04-01
DOUGLAS LANE & ASSOCIATES, LLC MEMBER indirect 2017-04-01
KESTRA ADVISORY SERVICES, LLC LIMITED PARTNER indirect 2016-06-01
CARNICK & KUBIK GROUP, LLC MEMBER indirect 2017-04-01
WADDELL & ASSOCIATES, LLC MEMBER indirect 2017-04-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2017-04-01
XML FINANCIAL, LLC MEMBER indirect 2017-04-01
CROSS OCEAN PARTNERS MANAGEMENT LP MEMBER indirect 2013-07-01
CRESTWOOD ADVISORS GROUP, LLC MEMBER indirect 2017-04-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER indirect 2017-04-01
CFO4LIFE GROUP, LLC MEMBER indirect 2017-04-01
BORDEAUX WEALTH ADVISORS LLC MEMBER indirect 2017-04-01
LAKE STREET ADVISORS GROUP, LLC MEMBER indirect 2017-04-01
BROWNLIE & BRADEN ADVISORS, LLC MEMBER indirect 2017-04-01
ETON ADVISORS GROUP, LLC MEMBER indirect 2017-04-01
TRIDENT VI, L.P. LIMITED PARTNER TRIDENT FFP, L.P. 05/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
PROVISE MANAGEMENT GROUP, LLC LIMITED PARTNER indirect 2016-06-01
GW & WADE, LLC LIMITED PARTNER indirect 2017-05-01
RESNICK INVESTMENT ADVISORS, LLC LIMITED PARTNER indirect 2017-05-01
SENTINEL PENSION ADVISORS INC LIMITED PARTNER indirect 2017-05-01
BEACON RETIREMENT PLANNING SERVICES INC. LIMITED PARTNER indirect 2016-06-01
SCS CAPITAL MANAGEMENT LLC LIMITED PARTNER indirect 2017-05-01
STRATEGIC POINT INVESTMENT ADVISORS LLC LIMITED PARTNER indirect 2017-05-01
HOYLECOHEN, LLC LIMITED PARTNER indirect 2017-05-01
BAM ADVISOR SERVICES, LLC LIMITED PARTNER indirect 2017-05-01
BUCKINGHAM ASSET MANAGEMENT, LLC LIMITED PARTNER indirect 2017-05-01
BFSG, LLC LIMITED PARTNER indirect 2017-05-01
JFS WEALTH ADVISORS, LLC LIMITED PARTNER indirect 2017-05-01
ATLAS PRIVATE WEALTH MANAGEMENT, LLC LIMITED PARTNER indirect 2017-05-01
LARA, MAY & ASSOCIATES, LLC LIMITED PARTNER indirect 2017-05-01
WESPAC ADVISORS, LLC LIMITED PARTNER indirect 2017-05-01
KESTRA INSTITUTIONAL SERVICES, LLC LIMITED PARTNER indirect 2016-06-01
JOEL ISAACSON & CO., LLC LIMITED PARTNER indirect 2017-05-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC LIMITED PARTNER indirect 2017-05-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC LIMITED PARTNER indirect 2017-05-01
KESTRA PRIVATE WEALTH SERVICES, LLC LIMITED PARTNER indirect 2016-06-01
PETTINGA FINANCIAL ADVISORS, LLC LIMITED PARTNER indirect 2017-05-01
THE COLONY GROUP, LLC LIMITED PARTNER indirect 2017-05-01
LVW ADVISORS, LLC LIMITED PARTNER indirect 2017-05-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC LIMITED PARTNER indirect 2017-05-01
FORMATION CAPITAL, LLC LIMITED PARTNER indirect 2016-04-01
BROADSTONE REAL ESTATE, LLC MANAGING MEMBER indirect 2015-07-01
VESTOR CAPITAL, LLC LIMITED PARTNER indirect 2017-05-01
MERRIMAN WEALTH MANAGEMENT, LLC LIMITED PARTNER indirect 2017-05-01
THE PORTFOLIO STRATEGY GROUP, LLC LIMITED PARTNER indirect 2017-05-01
BEIRNE WEALTH CONSULTING SERVICES, LLC LIMITED PARTNER indirect 2017-05-01
TELEMUS CAPITAL, LLC LIMITED PARTNER indirect 2017-05-01
LAFLEUR & GODFREY LLC LIMITED PARTNER indirect 2017-05-01
SUMMIT FINANCIAL WEALTH ADVISORS, LLC LIMITED PARTNER indirect 2017-05-01
GRATUS CAPITAL, LLC LIMITED PARTNER indirect 2017-05-01
STRATEGIC WEALTH PARTNERS GROUP, LLC LIMITED PARTNER indirect 2017-05-01
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC LIMITED PARTNER indirect 2017-05-01
DORCHESTER WEALTH MANAGEMENT COMPANY LIMITED PARTNER direct 2017-05-01
DORCHESTER WEALTH MANAGEMENT COMPANY LIMITED PARTNER indirect 2017-05-01
THE FIDUCIARY GROUP, LLC LIMITED PARTNER indirect 2017-05-01
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC LIMITED PARTNER indirect 2017-05-01
RELATIVE VALUE PARTNERS GROUP, LLC LIMITED PARTNER indirect 2017-05-01
FORT PITT CAPITAL GROUP, LLC LIMITED PARTNER indirect 2017-05-01
PATTON ALBERTSON MILLER GROUP, LLC PARTNER indirect 2017-05-01
PATTON ALBERTSON MILLER GROUP, LLC LIMITED PARTNER indirect 2017-05-01
BROADSTONE ASSET MANAGEMENT, LLC MANAGING MEMBER indirect 2015-07-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC LIMITED PARTNER indirect 2017-05-01
DOUGLAS LANE & ASSOCIATES, LLC LIMITED PARTNER indirect 2017-05-01
KESTRA ADVISORY SERVICES, LLC LIMITED PARTNER indirect 2016-06-01
CARNICK & KUBIK GROUP, LLC LIMITED PARTNER indirect 2017-05-01
WADDELL & ASSOCIATES, LLC LIMITED PARTNER indirect 2017-05-01
GYL FINANCIAL SYNERGIES, LLC LIMITED PARTNER indirect 2017-05-01
XML FINANCIAL, LLC LIMITED PARTNER indirect 2017-05-01
CROSS OCEAN PARTNERS MANAGEMENT LP MANAGING MEMBER indirect 2016-02-01
CRESTWOOD ADVISORS GROUP, LLC LIMITED indirect 2017-05-01
CRESTWOOD ADVISORS GROUP, LLC PARTNER indirect 2017-05-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC LIMITED PARTNER indirect 2017-05-01
CFO4LIFE GROUP, LLC LIMITED PARTNER indirect 2017-05-01
BORDEAUX WEALTH ADVISORS LLC LIMITED PARTNER indirect 2017-05-01
LAKE STREET ADVISORS GROUP, LLC LIMITED indirect 2017-05-01
LAKE STREET ADVISORS GROUP, LLC LIMITED indirect 2017-05-01
BROWNLIE & BRADEN ADVISORS, LLC LIMITED PARTNER indirect 2017-05-01
ETON ADVISORS GROUP, LLC LIMITED PARTNER indirect 2017-05-01
TRIDENT FFP BLOCKER LLC LIMITED PARTNER TRIDENT FFP, L.P. 05/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
LVW ADVISORS, LLC LIMITED PARTNER indirect 2017-05-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC LIMITED PARTNER indirect 2017-05-01
VESTOR CAPITAL, LLC LIMITED PARTNER indirect 2017-05-01
THE PORTFOLIO STRATEGY GROUP, LLC LIMITED PARTNER indirect 2017-05-01
BEIRNE WEALTH CONSULTING SERVICES, LLC LIMITED PARTNER indirect 2017-05-01
TELEMUS CAPITAL, LLC LIMITED PARTNER indirect 2017-05-01
LAFLEUR & GODFREY LLC LIMITED PARTNER indirect 2017-05-01
SUMMIT FINANCIAL WEALTH ADVISORS, LLC LIMITED PARTNER indirect 2017-05-01
GRATUS CAPITAL, LLC LIMITED PARTNER indirect 2017-05-01
STRATEGIC WEALTH PARTNERS GROUP, LLC LIMITED PARTNER indirect 2017-05-01
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC LIMITED PARTNER indirect 2017-05-01
DORCHESTER WEALTH MANAGEMENT COMPANY LIMITED PARTNER indirect 2017-05-01
DORCHESTER WEALTH MANAGEMENT COMPANY LIMITED PARTNER direct 2017-05-01
THE FIDUCIARY GROUP, LLC LIMITED PARTNER indirect 2017-05-01
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC LIMITED PARTNER indirect 2017-05-01
RELATIVE VALUE PARTNERS GROUP, LLC LIMITED PARTNER indirect 2017-05-01
FORT PITT CAPITAL GROUP, LLC LIMITED PARTNER indirect 2017-05-01
PATTON ALBERTSON MILLER GROUP, LLC LIMITED PARTNER indirect 2017-05-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC LIMITED PARTNER indirect 2017-05-01
DOUGLAS LANE & ASSOCIATES, LLC LIMITED PARTNER indirect 2017-05-01
CARNICK & KUBIK GROUP, LLC LIMITED PARTNER indirect 2017-05-01
WADDELL & ASSOCIATES, LLC LIMITED PARTNER indirect 2017-05-01
GYL FINANCIAL SYNERGIES, LLC LIMITED PARTNER indirect 2017-05-01
XML FINANCIAL, LLC LIMITED PARTNER indirect 2017-05-01
CRESTWOOD ADVISORS GROUP, LLC LIMITED PARTNER indirect 2017-05-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC LIMITED PARTNER indirect 2017-05-01
CFO4LIFE GROUP, LLC LIMITED PARTNER indirect 2017-05-01
BORDEAUX WEALTH ADVISORS LLC LIMITED PARTNER indirect 2017-05-01
LAKE STREET ADVISORS GROUP, LLC LIMITED PARTNERS indirect 2017-05-01
BROWNLIE & BRADEN ADVISORS, LLC LIMITED PARTNER, LANTERN MANAGEMENT HOLDINGS, LP indirect 2017-05-01
ETON ADVISORS GROUP, LLC LIMITED PARTNER indirect 2017-05-01
GW & WADE, LLC LIMITED PARTNER indirect 2017-05-01
RESNICK INVESTMENT ADVISORS, LLC LIMITED PARTNER indirect 2017-05-01
SENTINEL PENSION ADVISORS INC LIMITED PARTNER indirect 2017-05-01
SCS CAPITAL MANAGEMENT LLC LIMITED PARTNER indirect 2017-05-01
STRATEGIC POINT INVESTMENT ADVISORS LLC LIMITED PARTNER indirect 2017-05-01
HOYLECOHEN, LLC LIMITED PARTNER indirect 2017-05-01
BAM ADVISOR SERVICES, LLC LIMITED PARTNER indirect 2017-05-01
BUCKINGHAM ASSET MANAGEMENT, LLC LIMITED PARTNER indirect 2017-05-01
BFSG, LLC LIMITED PARTNER indirect 2017-05-01
JFS WEALTH ADVISORS, LLC LIMITED PARTNER indirect 2017-05-01
ATLAS PRIVATE WEALTH MANAGEMENT, LLC LIMITED PARTNER indirect 2017-05-01
LARA, MAY & ASSOCIATES, LLC LIMITED PARTNER indirect 2017-05-01
WESPAC ADVISORS, LLC LIMITED PARTNER indirect 2017-05-01
JOEL ISAACSON & CO., LLC LIMITED PARTNER indirect 2017-05-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC LIMITED PARTNER indirect 2017-05-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC LIMITED PARTNER indirect 2017-05-01
PETTINGA FINANCIAL ADVISORS, LLC LIMITED PARTNER indirect 2017-05-01
THE COLONY GROUP, LLC LIMITED PARTNER indirect 2017-05-01
TRIDENT FFP, L.P. MEMBER FOCUS FINANCIAL PARTNERS, LLC 07/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
GW & WADE, LLC MEMBER indirect 2017-07-01
RESNICK INVESTMENT ADVISORS, LLC MEMBER indirect 2017-07-01
SENTINEL PENSION ADVISORS INC MEMBER indirect 2017-07-01
SCS CAPITAL MANAGEMENT LLC MEMBER indirect 2017-07-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2017-07-01
HOYLECOHEN, LLC MEMBER indirect 2017-07-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2017-07-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2017-07-01
BFSG, LLC MEMBER indirect 2017-07-01
JFS WEALTH ADVISORS, LLC MEMBER indirect 2017-07-01
ATLAS PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2017-07-01
LARA, MAY & ASSOCIATES, LLC MEMBER indirect 2017-07-01
WESPAC ADVISORS, LLC MEMBER indirect 2017-07-01
JOEL ISAACSON & CO., LLC MEMBER indirect 2017-07-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2017-07-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER indirect 2017-07-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER indirect 2017-07-01
THE COLONY GROUP, LLC MEMBER indirect 2017-07-01
LVW ADVISORS, LLC MEMBER indirect 2017-07-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER indirect 2017-07-01
VESTOR CAPITAL, LLC MEMBER indirect 2017-07-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER indirect 2017-07-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER indirect 2017-07-01
BEIRNE WEALTH CONSULTING SERVICES, LLC MEMBER indirect 2017-07-01
TELEMUS CAPITAL, LLC MEMBER indirect 2017-07-01
LAFLEUR & GODFREY LLC MEMBER indirect 2017-07-01
SUMMIT FINANCIAL WEALTH ADVISORS, LLC MEMBER indirect 2017-07-01
GRATUS CAPITAL, LLC MEMBER indirect 2017-07-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER indirect 2017-07-01
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC MEMBER indirect 2017-07-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER direct 2017-07-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER indirect 2017-07-01
THE FIDUCIARY GROUP, LLC MEMBER indirect 2017-07-01
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2017-07-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER indirect 2017-07-01
FORT PITT CAPITAL GROUP, LLC MEMBER indirect 2017-07-01
PATTON ALBERTSON MILLER GROUP, LLC MEMBER indirect 2017-07-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER indirect 2017-07-01
DOUGLAS LANE & ASSOCIATES, LLC MEMBER indirect 2017-07-01
CARNICK & KUBIK GROUP, LLC MEMBER indirect 2017-07-01
WADDELL & ASSOCIATES, LLC MEMBER indirect 2017-07-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2017-07-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2017-07-01
XML FINANCIAL, LLC MEMBER indirect 2017-07-01
CRESTWOOD ADVISORS GROUP, LLC MEMBER indirect 2017-07-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER indirect 2017-07-01
CFO4LIFE GROUP, LLC MEMBER indirect 2017-07-01
BORDEAUX WEALTH ADVISORS LLC MEMBER indirect 2017-07-01
LAKE STREET ADVISORS GROUP, LLC MEMBER indirect 2017-07-01
BROWNLIE & BRADEN ADVISORS, LLC MEMBER indirect 2017-07-01
ETON ADVISORS GROUP, LLC MEMBER indirect 2017-07-01
FOCUS FINANCIAL PARTNERS, LLC MEMBER FOCUS OPERATING, LLC 01/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SCS CAPITAL MANAGEMENT LLC MEMBER indirect 2007-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2007-01-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER direct 2005-07-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER (MANAGER) indirect 2006-12-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER indirect 2007-01-01
CAG ACQUISITION, LLC MEMBER direct 2006-01-01
CAG ACQUISITION, LLC MEMBER indirect 2006-12-01
CAG ACQUISITION, LLC SHAREHOLDER indirect 2006-12-01
CAPITAL ADVISORY GROUP, LLC MEMBER indirect 2007-01-01
HOYLECOHEN, LLC MEMBER direct 2006-05-01
HOYLECOHEN, LLC MEMBER indirect 2006-05-01
HOYLECOHEN, LLC MEMBER indirect 2007-01-01
QUANTUM CAPITAL MANAGEMENT DBA QCM, LLC MEMBER direct 2007-01-01
QCM, LLC DBA QUANTUM CAPITAL MANAGEMENT MEMBER indirect 2007-01-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2006-12-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2007-01-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2006-12-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2007-01-01
BFSG, LLC MEMBER indirect 2007-01-01
BFSG, LLC MEMBER indirect 2007-03-01
POWERS CAPITAL INVESTMENTS, INC. MEMBER indirect 2007-01-01
JFS WEALTH ADVISORS, LLC MEMBER indirect 2007-01-01
JFS WEALTH ADVISORS, LLC MEMBER indirect 2007-08-01
ATLAS PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
DION MONEY MANAGEMENT LLC MEMBER indirect 2007-09-01
LARA, MAY & ASSOCIATES, LLC MEMBER indirect 2007-01-01
LARA, SHULL & MAY, LLC MEMBER indirect 2007-10-01
LARA, SHULL & MAY, LLC MEMBER indirect 2007-10-01
WESPAC ADVISORS, LLC MEMBER indirect 2006-12-01
WESPAC ADVISORS, LLC MEMBER indirect 2007-01-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) indirect 2006-12-01
JOEL ISAACSON & CO., LLC MEMBER indirect 2007-01-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) indirect 2007-01-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-09-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER (MANAGER) indirect 2006-12-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER indirect 2007-01-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER indirect 2007-01-01
THE COLONY GROUP, LLC MEMBER indirect 2007-01-01
HUFFORD ADVISORS, LLC MEMBER indirect 2007-01-01
LVW ADVISORS, LLC MEMBER indirect 2007-01-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER indirect 2007-01-01
VESTOR CAPITAL, LLC MEMBER indirect 2007-01-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMEBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MANAGING MEMBER direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER direct 2012-12-01
TELEMUS CAPITAL, LLC MEMBER indirect 2007-01-01
LAFLEUR & GODFREY LLC MEMBER indirect 2007-01-01
SUMMIT FINANCIAL WEALTH ADVISORS, LLC MEMBER indirect 2007-01-01
GRATUS CAPITAL, LLC MEMBER indirect 2007-01-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER indirect 2007-01-01
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC MEMBER indirect 2007-01-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER indirect 2007-01-01
THE FIDUCIARY GROUP, LLC MEMBER indirect 2007-01-01
THE FIDUCIARY GROUP, LLC MEMBER indirect 2015-04-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER indirect 2007-01-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER indirect 2015-07-01
FORT PITT CAPITAL GROUP, LLC MEMBER indirect 2007-01-01
FORT PITT CAPITAL GROUP, LLC MEMBER (MANAGER) direct 2015-08-01
PATTON ALBERTSON MILLER GROUP, LLC MEMBER indirect 2015-10-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER indirect 2007-01-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER/MANAGER direct 2015-11-01
DOUGLAS LANE & ASSOCIATES, LLC MEMBER indirect 2007-01-01
CARNICK & KUBIK GROUP, LLC MEMBER indirect 2007-01-01
CARNICK & KUBIK GROUP, LLC MEMBER indirect 2016-04-01
WADDELL & ASSOCIATES, LLC MEMBER indirect 2007-01-01
WADDELL & ASSOCIATES, LLC MEMBER indirect 2016-04-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2007-01-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2016-08-01
XML FINANCIAL, LLC MEMBER indirect 2007-01-01
CRESTWOOD ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER indirect 2016-12-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER indirect 2017-02-01
CFO4LIFE GROUP, LLC MEMBER indirect 2007-01-01
BORDEAUX WEALTH ADVISORS LLC MEMBER indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC OWNER indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC 16-1728260 indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC MEMBER indirect 2017-01-01
BROWNLIE & BRADEN ADVISORS, LLC MEMBER indirect 2016-12-01
ETON ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
ETON ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
GW & WADE, LLC MEMBER indirect 2007-01-01
GW & WADE INC MEMBER indirect 2007-09-01
RESNICK INVESTMENT ADVISORS, LLC MEMBER indirect 2007-01-01
GELLER ADVISORY GROUP, LLC MEMBER direct 2006-01-01
GELLER ADVISORY GROUP LTD SHAREHOLDER direct 2006-01-01
GELLER ADVISORY GROUP, LLC MEMBER indirect 2007-01-01
SENTINEL PENSION ADVISORS INC MEMBER indirect 2007-01-01
SENTINEL PENSION ADVISORS INC DIRECT OWNER direct 2007-01-01
WESPAC ADVISORS, LLC MEMBER indirect 2006-12-01

WhaleScore history for JOEL ISAACSON & COMPANY ., LLC

You must have a subscription to view WhaleScore histories

Elevate your investments