JOEL ISAACSON & CO., LLC
CRD #152450 SEC #801-70880 NEW YORK, NY 212-302-6300
SEC Registered
Total AUM
$8B
Discretionary
$5.6B
Employees
52
Clients
--
Accounts
5,347
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $8B | $5.6B | $2.4B | 52 | 0 |
| Jan 2025 | $6.9B | $4.3B | $2.6B | 50 | 0 |
| Nov 2024 | $6.9B | $4.3B | $2.6B | 50 | 0 |
| Mar 2024 | $6.9B | $4.3B | $2.6B | 50 | 0 |
| Mar 2024 | $6.9B | $4.3B | $2.6B | 50 | 0 |
| Nov 2023 | $5.9B | $3.5B | $2.4B | 49 | 0 |
| Sep 2023 | $5.9B | $3.5B | $2.4B | 49 | 0 |
| Sep 2023 | $5.9B | $3.5B | $2.4B | 49 | 0 |
| Sep 2023 | $5.9B | $3.5B | $2.4B | 49 | 0 |
| Mar 2023 | $5.9B | $3.5B | $2.4B | 49 | 0 |
| Mar 2023 | $5.9B | $3.5B | $2.4B | 49 | 0 |
| Mar 2022 | $6.8B | $3.8B | $2.9B | 50 | 0 |
| Nov 2021 | $5.5B | $3B | $2.5B | 47 | 0 |
| Mar 2021 | $5.5B | $3B | $2.5B | 47 | 0 |
| Nov 2020 | $4.8B | $2.7B | $2.1B | 45 | 0 |
| May 2020 | $4.8B | $2.7B | $2.1B | 45 | 0 |
| Feb 2020 | $4.8B | $2.7B | $2.1B | 45 | 0 |
| Nov 2019 | $4.1B | $2.3B | $1.8B | 44 | 0 |
| Mar 2019 | $4.1B | $2.3B | $1.8B | 44 | 0 |
| Sep 2018 | $3.9B | $2.1B | $1.7B | 44 | 0 |
| Aug 2018 | $3.9B | $2.1B | $1.7B | 44 | 0 |
| Mar 2018 | $3.9B | $2.1B | $1.7B | 44 | 0 |
| Mar 2018 | $3.9B | $2.1B | $1.7B | 44 | 0 |
| Aug 2017 | $3.3B | $1.9B | $1.4B | 42 | 900 |
| Mar 2017 | $3.3B | $1.9B | $1.4B | 42 | 900 |
| May 2016 | $2.9B | $1.7B | $1.2B | 41 | 800 |
| Mar 2016 | $2.9B | $1.7B | $1.2B | 41 | 800 |
| Mar 2015 | $2.9B | $1.7B | $1.2B | 40 | 800 |
| Nov 2014 | $2.5B | $1.4B | $1.1B | 33 | 700 |
| Feb 2014 | $2.5B | $1.4B | $1.1B | 33 | 700 |
| Mar 2013 | $2.1B | $1.1B | $980.3M | 28 | 800 |
| Dec 2012 | $1.7B | $766.7M | $981.9M | 33 | 700 |
| Nov 2012 | $1.7B | $766.7M | $981.9M | 33 | 700 |
| Apr 2012 | $1.7B | $766.7M | $981.9M | 11 | 700 |
| Mar 2012 | $1.7B | $766.7M | $981.9M | 11 | 700 |
| Mar 2012 | $1.7B | $766.7M | $981.9M | 11 | 700 |
| Mar 2012 | $1.7B | $766.7M | $981.9M | 11 | 700 |
| Mar 2011 | $1.8B | $714.3M | $1B | -- | -- |
| Dec 2010 | $1.6B | $599.8M | $982.7M | -- | -- |
DateMar 2025
Total AUM$8B
Discretionary$5.6B
Non-Disc.$2.4B
Employees52
Clients0
DateJan 2025
Total AUM$6.9B
Discretionary$4.3B
Non-Disc.$2.6B
Employees50
Clients0
DateNov 2024
Total AUM$6.9B
Discretionary$4.3B
Non-Disc.$2.6B
Employees50
Clients0
DateMar 2024
Total AUM$6.9B
Discretionary$4.3B
Non-Disc.$2.6B
Employees50
Clients0
DateMar 2024
Total AUM$6.9B
Discretionary$4.3B
Non-Disc.$2.6B
Employees50
Clients0
DateNov 2023
Total AUM$5.9B
Discretionary$3.5B
Non-Disc.$2.4B
Employees49
Clients0
DateSep 2023
Total AUM$5.9B
Discretionary$3.5B
Non-Disc.$2.4B
Employees49
Clients0
DateSep 2023
Total AUM$5.9B
Discretionary$3.5B
Non-Disc.$2.4B
Employees49
Clients0
DateSep 2023
Total AUM$5.9B
Discretionary$3.5B
Non-Disc.$2.4B
Employees49
Clients0
DateMar 2023
Total AUM$5.9B
Discretionary$3.5B
Non-Disc.$2.4B
Employees49
Clients0
DateMar 2023
Total AUM$5.9B
Discretionary$3.5B
Non-Disc.$2.4B
Employees49
Clients0
DateMar 2022
Total AUM$6.8B
Discretionary$3.8B
Non-Disc.$2.9B
Employees50
Clients0
DateNov 2021
Total AUM$5.5B
Discretionary$3B
Non-Disc.$2.5B
Employees47
Clients0
DateMar 2021
Total AUM$5.5B
Discretionary$3B
Non-Disc.$2.5B
Employees47
Clients0
DateNov 2020
Total AUM$4.8B
Discretionary$2.7B
Non-Disc.$2.1B
Employees45
Clients0
DateMay 2020
Total AUM$4.8B
Discretionary$2.7B
Non-Disc.$2.1B
Employees45
Clients0
DateFeb 2020
Total AUM$4.8B
Discretionary$2.7B
Non-Disc.$2.1B
Employees45
Clients0
DateNov 2019
Total AUM$4.1B
Discretionary$2.3B
Non-Disc.$1.8B
Employees44
Clients0
DateMar 2019
Total AUM$4.1B
Discretionary$2.3B
Non-Disc.$1.8B
Employees44
Clients0
DateSep 2018
Total AUM$3.9B
Discretionary$2.1B
Non-Disc.$1.7B
Employees44
Clients0
DateAug 2018
Total AUM$3.9B
Discretionary$2.1B
Non-Disc.$1.7B
Employees44
Clients0
DateMar 2018
Total AUM$3.9B
Discretionary$2.1B
Non-Disc.$1.7B
Employees44
Clients0
DateMar 2018
Total AUM$3.9B
Discretionary$2.1B
Non-Disc.$1.7B
Employees44
Clients0
DateAug 2017
Total AUM$3.3B
Discretionary$1.9B
Non-Disc.$1.4B
Employees42
Clients900
DateMar 2017
Total AUM$3.3B
Discretionary$1.9B
Non-Disc.$1.4B
Employees42
Clients900
DateMay 2016
Total AUM$2.9B
Discretionary$1.7B
Non-Disc.$1.2B
Employees41
Clients800
DateMar 2016
Total AUM$2.9B
Discretionary$1.7B
Non-Disc.$1.2B
Employees41
Clients800
DateMar 2015
Total AUM$2.9B
Discretionary$1.7B
Non-Disc.$1.2B
Employees40
Clients800
DateNov 2014
Total AUM$2.5B
Discretionary$1.4B
Non-Disc.$1.1B
Employees33
Clients700
DateFeb 2014
Total AUM$2.5B
Discretionary$1.4B
Non-Disc.$1.1B
Employees33
Clients700
DateMar 2013
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$980.3M
Employees28
Clients800
DateDec 2012
Total AUM$1.7B
Discretionary$766.7M
Non-Disc.$981.9M
Employees33
Clients700
DateNov 2012
Total AUM$1.7B
Discretionary$766.7M
Non-Disc.$981.9M
Employees33
Clients700
DateApr 2012
Total AUM$1.7B
Discretionary$766.7M
Non-Disc.$981.9M
Employees11
Clients700
DateMar 2012
Total AUM$1.7B
Discretionary$766.7M
Non-Disc.$981.9M
Employees11
Clients700
DateMar 2012
Total AUM$1.7B
Discretionary$766.7M
Non-Disc.$981.9M
Employees11
Clients700
DateMar 2012
Total AUM$1.7B
Discretionary$766.7M
Non-Disc.$981.9M
Employees11
Clients700
DateMar 2011
Total AUM$1.8B
Discretionary$714.3M
Non-Disc.$1B
Employees--
Clients--
DateDec 2010
Total AUM$1.6B
Discretionary$599.8M
Non-Disc.$982.7M
Employees--
Clients--