WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. is a Bristol, Connecticut based financial advisory firm with nearly $270,208,397 in assets under management and provides investment advisory services for 835 clients. There are currently 19 financial advisors at the firm.
General Information |
| Firm CRD#: | 226535 | |
| SEC#: | 801-119964 | |
| Assets under Management: | $270,208,397 | |
| No. of Clients: | 835 | |
| No. of Advisors: | 19 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION OF OTHER ADVISERS) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| VOYA RETIREMENT ADVISORS, LLC | 3989 | 801-57963 | 11767 | 136 | $27,040,741,407 |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | 801-80844 | 3799 | 225 | $27,242,773,364 |
| EDGEWOOD MANAGEMENT LLC | 106647 | 801-9970 | 1480 | 40 | $35,717,045,050 |
| USI ADVISORS | 108113 | 801-56622 | 1348 | 75 | $41,618,061,377 |
| VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | 801-68743 | 286 | 100 | $32,783,611,615 |
| CIGNA INVESTMENTS, INC. | 105811 | 801-18094 | 112 | 113 | $26,502,663,568 |
| SUSTAINABLE GROWTH ADVISERS, LP | 127447 | 801-62151 | 87 | 33 | $23,947,382,353 |
| AXIOM INVESTORS | 109605 | 801-56651 | 65 | 57 | $20,199,107,873 |
| L CATTERTON | 157428 | 801-72426 | 62 | 183 | $26,642,350,736 |
| STRATEGIC VALUE PARTNERS, LLC | 138406 | 801-72080 | 54 | 198 | $21,033,939,631 |
| SILVER POINT CAPITAL, L.P. | 157738 | 801-73840 | 31 | 290 | $27,910,283,660 |
| HUDSON BAY CAPITAL MANAGEMENT LP | 155910 | 801-73536 | 7 | 241 | $31,123,848,888 |
| AMG FUNDS LLC | 153456 | 801-56365 | 5 | 90 | $21,151,642,194 |
| PALOMA PARTNERS MANAGEMENT COMPANY | 138460 | 801-72796 | 3 | 54 | $29,368,098,330 |
| GE INVESTMENT MANAGEMENT | 323648 | 801-126850 | 1 | 17 | $24,423,211,290 |