Overview
Assets Under Management: $95 million
High-Net-Worth Clients: 4
Average Client Assets: $10.3 million
Frequently Asked Questions
JOSEPH JOHN HASSON JR is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109301), JOSEPH JOHN HASSON JR is subject to fiduciary duty under federal law.
JOSEPH JOHN HASSON JR serves 4 high-net-worth clients according to their SEC filing dated March 05, 2024. View client details ↓
According to their SEC Form ADV, JOSEPH JOHN HASSON JR offers financial planning and portfolio management for individuals. View all service details ↓
JOSEPH JOHN HASSON JR manages $95 million in client assets according to their SEC filing dated March 05, 2024.
According to their SEC Form ADV, JOSEPH JOHN HASSON JR serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.54%
Average Client Assets: $10.3 million
Total Client Accounts: 39
Discretionary Accounts: 39
Regulatory Filings
CRD Number: 109301
Filing ID: 1833390
Last Filing Date: 2024-03-05 16:13:00