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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2009
- Office Locations
- 2
Office Locations
About Joel Isaacson & Co., LLC
Joel Isaacson & Co. is a New York–based wealth management firm with 30+ years guiding clients and their families through increasingly complex financial lives. The team combines investment management with tax and financial planning and corporate benefit coordination, adapting plans as goals and circumstances change. Frequently recognized by AdvisorHub, Forbes, and Barron’s; led by CEO/CIO David Peltz and founder Joel S. Isaacson.
Reported data analysis
What the numbers show
Between March 25, 2025 and March 16, 2026, reported AUM increased 16.0%, from $8.0B to $9.3B.
Across 5 reported observations, AUM increased 38.0% between March 18, 2022 and March 16, 2026, from $6.8B to $9.3B.
Of the latest reported AUM, 79.1% is discretionary and 20.9% is non-discretionary.
The firm reports 20 advisory representatives and 1,271 clients, or 63.6 clients per representative. That equates to $7.3M in reported AUM per client.
The profile lists 2 reported office locations and 16 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
STANLEY LAWRENCE ALTMARK
PARTNER
- CRD
- #2661059
- Ownership
- Less than 5%
JOEL SCOTT ISAACSON
Chairman, PARTNER
- CRD
- #1277520
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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MICHAEL ANTHONY BUCCINO
Senior Advisor
- CRD
- #5840807
Brian Cummins
Managing Director
- CRD
- #7395622
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,378,100,350 | $2,014,223 |
| Non-Discretionary | $1,945,475,755 | $1,040,918 |
| Total | $9,323,576,105 | $1,685,390 |
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Separately Managed Accounts
SMA allocation detail is available
Joel Isaacson & Co., LLC has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Joel Isaacson & Co., LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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