JOSEPH FINANCIAL OF SMITHTOWN, LLC
CRD #154178 SEC #801-71663 HERNANDO, FL 352-746-4460
SEC Registered
Total AUM
$927.8K
Discretionary
$927.8K
Employees
5
Clients
10
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2011 | $927.8K | $927.8K | $0 | 5 | -- |
| Nov 2010 | $1.6M | $1.6M | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
DateMay 2011
Total AUM$927.8K
Discretionary$927.8K
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--