J
CRD: 152625
Joselit Asset Management
$67.0M Total AUM
$67.0M Disc. AUM
-- 3Y CAGR
2 Employees
24 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2011
- Office Locations
- 2
Office Locations
1363 Shermer Road Suite 325 Northbrook IL
1430 E. Missouri AVE Phoenix AZ
About Joselit Asset Management
Joselit Asset Management (JAM) is a fee-only, independent RIA providing customized financial advice and actively managed portfolios via a managed account structure in client-owned, controlled accounts. JAM researches and selects securities, executes trades, and manages portfolio risk, emphasizing transparency and accountability. Public data indicates ETF- and bond-heavy SMA allocations.
Team overview
-- AVG AGE
$33.5M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
13.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Services
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Owner & Executives
B
BRADLEY SHARF JOSELIT
Chief Compliance Officer, Owner
- CRD
- #2995848
- Ownership
- 75% or more
(229) 580-7822
unison.vector@pioneercapital.com
in linkedin.com/in/eagle-quantum
Showing 1 of 1 owners & executives
Unlock allContacts
R
RANDALL SCOTT JOSELIT
--
- CRD
- #4104183
(324) 289-5668
oak.crest@northcapital.com
in linkedin.com/in/quantum-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $67,000,000
Equity - Exchange:
9.3% Corporate - Investment Grade:
25.7% Cash:
9.2% U.S. Government/Agency:
24.0% Corporate - Non-Investment Grade:
12.0% Municipal Bonds:
19.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $261,412,749 | 9.3% |
| Corporate - Investment Grade | $722,398,672 | 25.7% |
| Cash | $258,601,859 | 9.2% |
| U.S. Government/Agency | $674,613,546 | 24.0% |
| Corporate - Non-Investment Grade | $337,306,773 | 12.0% |
| Municipal Bonds | $556,556,176 | 19.8% |
| Total | $2,810,889,775 | 100.0% |