JOSEPH ADVISORY SERVICES, LLC
Legal name: JOSEPH ADVISORY
CRD #324475 SEC #801-128749 EL PASO, TX 915-820-8082
SEC Registered Private Funds
Total AUM
$108.4M
Discretionary
$108.4M
Employees
2
Clients
--
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $108.4M | $108.4M | $0 | 2 | 0 |
| Mar 2025 | $108.4M | $108.4M | $0 | 2 | 0 |
| Mar 2024 | $134.4M | $134.4M | $0 | 2 | 0 |
| Aug 2023 | $125M | $125M | $0 | 1 | 0 |
DateNov 2025
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees1
Clients0