THE JOSEPH GROUP, LLC
Legal name: THE JOSEPH GROUP CAPITAL MANAGEMENT
CRD #109496 SEC #801-57911 COLUMBUS, OH 614-228-4300
SEC Registered
Total AUM
$282.7M
Discretionary
$235.4M
Employees
9
Clients
251
Accounts
385
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2013 | $282.7M | $235.4M | $47.2M | 9 | 400 |
| Nov 2012 | $282.7M | $235.4M | $47.2M | 9 | 400 |
| Jun 2012 | $282.7M | $235.4M | $47.2M | 6 | 400 |
| May 2012 | $282.7M | $235.4M | $47.2M | 6 | 400 |
| Mar 2012 | $282.7M | $235.4M | $47.2M | 6 | 400 |
| Mar 2011 | $260.3M | $210.7M | $49.6M | 10 | -- |
| Mar 2010 | $224.5M | $182.1M | $42.4M | 10 | -- |
| Jan 2010 | $175.9M | $137.9M | $38.1M | 10 | -- |
| Jan 2008 | $203.5M | $149.7M | $53.8M | 10 | -- |
| Feb 2007 | $176.3M | $127.1M | $49.2M | 10 | -- |
| Feb 2006 | $128.5M | $92.3M | $36.2M | 5 | -- |
| Sep 2005 | $102.2M | $72.2M | $30M | 5 | -- |
| Mar 2002 | $55M | $55M | $0 | 5 | -- |
DateJan 2013
Total AUM$282.7M
Discretionary$235.4M
Non-Disc.$47.2M
Employees9
Clients400
DateNov 2012
Total AUM$282.7M
Discretionary$235.4M
Non-Disc.$47.2M
Employees9
Clients400
DateJun 2012
Total AUM$282.7M
Discretionary$235.4M
Non-Disc.$47.2M
Employees6
Clients400
DateMay 2012
Total AUM$282.7M
Discretionary$235.4M
Non-Disc.$47.2M
Employees6
Clients400
DateMar 2012
Total AUM$282.7M
Discretionary$235.4M
Non-Disc.$47.2M
Employees6
Clients400
DateMar 2011
Total AUM$260.3M
Discretionary$210.7M
Non-Disc.$49.6M
Employees10
Clients--
DateMar 2010
Total AUM$224.5M
Discretionary$182.1M
Non-Disc.$42.4M
Employees10
Clients--
DateJan 2010
Total AUM$175.9M
Discretionary$137.9M
Non-Disc.$38.1M
Employees10
Clients--
DateJan 2008
Total AUM$203.5M
Discretionary$149.7M
Non-Disc.$53.8M
Employees10
Clients--
DateFeb 2007
Total AUM$176.3M
Discretionary$127.1M
Non-Disc.$49.2M
Employees10
Clients--
DateFeb 2006
Total AUM$128.5M
Discretionary$92.3M
Non-Disc.$36.2M
Employees5
Clients--
DateSep 2005
Total AUM$102.2M
Discretionary$72.2M
Non-Disc.$30M
Employees5
Clients--
DateMar 2002
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--