J
$9.3B Total AUM
$7.4B Disc. AUM
-- 3Y CAGR
52 Employees
1,271 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- AlphaFrontier peak +more
- Established Date
- 11-01-2009
- Office Locations
- 2
Office Locations
546 Fifth Avenue NEW York NY
-- Wesley Chapel FL
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.
Team overview
44 AVG AGE
$466.2M AVG AUM / ADVISOR
$7.3M AVG AUM / CLIENT
5.9 yrs AVG TENURE
52 Employees
20 Advisory Reps
15 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Prime Atlas Signal Ember catalyst Pathway Harbor north Meridian vital
Client Personas
Prime zenith Timber
Custodian
Wave harbor Wave Pioneer Wave delta Frontier
Investment Themes
Delta Optima Zenith Beacon
Investment Vehicles
Quantum capital Ridge catalyst
Platform
Crest Catalyst
Services
Pathway harbor Crest Peak catalyst Atlas Vertex legacy Vital Vector focus Zenith Glacier unison Quantum eagle Pioneer
Technology
Crest meridian Zenith Unison Capital
Owner & Executives
STANLEY LAWRENCE ALTMARK
PARTNER
- CRD
- #2661059
- Ownership
- Less than 5%
(229) 597-9209
ridge.prime@unisoncapital.com
in linkedin.com/in/horizon-signal
J
JOEL SCOTT ISAACSON
Chairman, PARTNER
- CRD
- #1277520
- Ownership
- Less than 5%
(242) 213-3702
pioneer.atlas@meridiancapital.com
in linkedin.com/in/timber-vertex
F
Fusion glacier
Prime meridian
- CRD
- #64541
- Ownership
- 36.9%
(544) 768-1914
bridge.horizon@northcapital.com
in linkedin.com/in/insight-matrix
Showing 2 of 7 owners & executives
Unlock allContacts
M
MICHAEL ANTHONY BUCCINO
Senior Advisor
- CRD
- #5840807
(713) 261-1095
timber.harbor@summitcapital.com
in linkedin.com/in/vital-delta
B
Brian Cummins
--
- CRD
- #7395622
(255) 540-7562
bridge.meridian@valuecapital.com
in linkedin.com/in/meridian-timber
O
Optima value
Delta optima
- CRD
- #98109
(812) 487-9606
fusion.catalyst@valuecapital.com
in linkedin.com/in/timber-signal
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $9,323,576,105
Equity - OTC:
14.7% Public Funds:
4.4% Equity - Exchange:
16.2% Cash:
11.3% Municipal Bonds:
8.5% Corporate - Investment Grade:
18.1% U.S. Government/Agency:
9.4% Other:
17.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $184,809,808 | 14.7% |
| Public Funds | $55,317,221 | 4.4% |
| Equity - Exchange | $203,667,952 | 16.2% |
| Cash | $142,064,682 | 11.3% |
| Municipal Bonds | $106,862,814 | 8.5% |
| Corporate - Investment Grade | $227,554,934 | 18.1% |
| U.S. Government/Agency | $118,177,700 | 9.4% |
| Other | $218,754,467 | 17.4% |
| Total | $1,257,209,578 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON PRIME CAPITAL | PRIME HORIZON | PYK7ULD22 | MDP | 5.55% | $69,132,673 |
| QUANTUM HARBOR | RADIAL CATALYST | NV17253T1 | KIPS | 8.10% | $118,403,352 |
| PATHWAY ZENITH | MATRIX WAVE | K6N5HX8NE | WKCI | 8.64% | $79,702,954 |
| RADIAL SUMMIT | ZENITH ELEMENT | SMH3D44IV | NUU | 11.72% | $90,000,566 |
| RADIAL FOUNDATION | OPTIMA NORTH | 7BX9IIBK9 | XQM | 9.68% | $78,919,513 |
| OAK UNISON | FOCUS MOMENTUM | OLQZJT2TL | WITJ | 2.50% | $82,552,701 |
| SIGNAL WAVE FRONTIER | SUMMIT VITAL | OJZZ37KDK | MHWFU | 3.17% | $91,767,140 |
| FOUNDATION PEAK | HARBOR PIONEER | 8NVKOQ505 | CDZ | 9.71% | $78,458,197 |