J
$86.8M Total AUM
$86.8M Disc. AUM
-2.9% 3Y CAGR
1 Employees
36 ADV. Clients
35 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-1990
- Office Locations
- 1
Office Locations
-- Brooklyn NY
About Joseph John Hasson JR
Joseph John Hasson JR is a Brooklyn-based RIA. The firm has been operating for 35 years. Managing $86.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Merrill Lynch.
Team overview
-- AVG AGE
$86.8M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
35.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
J
JOSEPH JOHN HASSON
Chief Compliance Officer
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,771,721 | $2,410,326 |
| Non-Discretionary | $0 | -- |
| Total | $86,771,721 | $2,410,326 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - OTC:
Available Corporate - Non-Investment Grade:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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