Joel Isaacson
Likely to Engage tag.Highly Engaged Employees

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

546 5th Ave Fl 22, New York City, New Yo...

Phone Number

(212) 302-6300

Revenue

$7.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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May
Jun
ZI Rank
2
2
2
2
2
1

About Joel Isaacson

Joel Isaacson & Co. is a financial advisory firm that specializes in comprehensive wealth management services, including investment management, estate planning, tax planning, and corporate benefit coordination. With over 30 years of experience, they assist clients in defining their financial goals and developing tailored plans to achieve them. The firm is dedicated to providing personalized service and maintaining a strong commitment to their clients' financial well-being. Their client base includes individuals and families seeking expert guidance in navigating their financial journeys.Explore more
Joel Isaacson's Social MediaPopular SearchesJoel Isaacson & Co LLCJoel Isaacson & Co. LLCJoel Isaacson & CoJoel Isaacson & Co IncJoel Isaacson and Co IncSIC Code 62,628NAICS Code 52,523Show more

Joel Isaacson Org Chart

DP
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Partner & Chief Executive Officer

PhoneEmail
EA
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CAO and Controller

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MW
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Chief Compliance Officer

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BC
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Managing Director

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ZM
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Managing Director

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HW
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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Joel Isaacson

$7.1M
11-50
Private
-
1993
DP
David PeltzPartner & CEO
$29.9M
51-200
Private
<$5M
1990
TW
Tim WeinkamSenior Controller
$19.3M
11-50
Private
<$5M
2004
SA
Sarah ArcherChief Investment Officer
$9.1M
11-50
Private
<$5M
1975
Diana Belger, Chief Operating Officer at FCA Corp
Diana BelgerChief Operating Officer
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
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Company Profile Activity

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Activity Insights

Joel Isaacson is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Joel Isaacson is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Joel Isaacson.

Joel Isaacson Tech Stack

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Joel Isaacson News & Media

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Frequently Asked Questions Regarding Joel Isaacson

What is Joel Isaacson's official website?
Joel Isaacson's official website is www.joelisaacson.com
What is Joel Isaacson's Revenue?
Joel Isaacson's revenue is $7.1 Million
What is Joel Isaacson's SIC code?
Joel Isaacson's SIC: 62,628
What is Joel Isaacson's NAICS code?
Joel Isaacson's NAICS: 52,523
How many employees does Joel Isaacson have?
Joel Isaacson has 11-50 employees
What industry does Joel Isaacson belong to?
Joel Isaacson is in the industry of: Finance, Securities Trading
What is Joel Isaacson competition?
Joel Isaacson top competitors include: Fountainhead Wealth, Radnor Financial Advisors, Waterford Advisors, FCA Corp
What companies has Joel Isaacson acquired?
Joel Isaacson has acquired the companies: Greystone Financial Services, Badgley Phelps Wealth Managers, Brownlie & Braden Advisors, Seabank Capital Management
What technology does Joel Isaacson use?
Some of the popular technologies that Joel Isaacson uses are: WordPress.org, PHP, Proofpoint, AppRiver
How do I contact Joel Isaacson?
Joel Isaacson contact info: Phone number: (212) 302-6300 Website: www.joelisaacson.com
What does Joel Isaacson do?

Joel Isaacson & Co. is a financial advisory firm that specializes in comprehensive wealth management services, including investment management, estate planning, tax planning, and corporate benefit coordination. With over 30 years of experience, they assist clients in defining their financial goals and developing tailored plans to achieve them. The... firm is dedicated to providing personalized service and maintaining a strong commitment to their clients' financial well-being. Their client base includes individuals and families seeking expert guidance in navigating their financial journeys.Read More

What are Joel Isaacson social media links?
Joel Isaacson Linkedin page Joel Isaacson Facebook page
Is Joel Isaacson a public company?
Joel Isaacson is private company therefore does not currently have an official ticker symbol
See more information about Joel Isaacson

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