J
CRD: 329679
Jeffrey Joseph Management
Thousand Oaks, CA
8052310489
$98.7M Total AUM
$98.7M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
2 yrs Firm Age
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- Custodian
- Assetmark · Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-22-2024
- Office Locations
- 1
Office Locations
-- Thousand Oaks CA
About Jeffrey Joseph Management
Jeffrey Joseph Management is a Thousand Oaks-based RIA. The firm has been operating for 2 years. Managing $98.7M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Capital Group. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
50 AVG AGE
$98.7M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Ember ridge Signal optima
Client Personas
Radial harbor
Investment Themes
Atlas quantum
Investment Vehicles
Frontier peak
Services
Peak North Harbor Pioneer Delta Optima bridge
Owner & Executives
J
JEFFREY JOSEPH
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2767367
- Ownership
- 75% or more
(355) 883-1959
glacier.element@pathwaycapital.com
in linkedin.com/in/pathway-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,739,935 | -- |
| Non-Discretionary | $0 | -- |
| Total | $98,739,935 | -- |
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Separately Managed Accounts
Total SMA Asset: $98,739,935
Equity - Exchange:
20.4% Public Funds:
28.4% Cash:
22.3% U.S. Government/Agency:
28.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $398,842,554 | 20.4% |
| Public Funds | $555,251,399 | 28.4% |
| Cash | $435,989,655 | 22.3% |
| U.S. Government/Agency | $565,026,952 | 28.9% |
| Total | $1,955,110,560 | 100.0% |