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JOEL ISAACSON & CO., LLC
CRD 152450File 801-70880
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.32B
Top 10% of cohort (national)
Discretionary AUM
$7.38B
Non-discretionary $1.95B
Clients
1,271
5,532 accounts
Employees
52
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 17, 2009
- Principal office
- 546 FIFTH AVENUE, NEW YORK, NY, 10036
- Phone
- 212-302-6300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.32B
- Discretionary AUM
- $7.38B
- Non-discretionary AUM
- $1.95B
- Discretionary accounts
- 3,663
- Non-discretionary accounts
- 1,869
- Total accounts
- 5,532
- AUM per client
- $7.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.7M |
| Charitable organizations | Fewer than 5 | $6.4M |
| High net worth individuals | 1,132 | $9.21B |
| Individuals (other than high net worth individuals) | 135 | $101.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.