Joseph Financial Of Smithtown, LLC is a pension cosultant based in Hernando. It manages $927.78 thousand of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida and New York.
Joseph Financial Of Smithtown provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Joseph Financial Of Smithtown, LLC is $927.78 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Joseph Financial Of Smithtown, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Joseph Financial Of Smithtown, LLC performs its advisory services is located at 2450 North Citrus Hills Boulevard, Hernando, FL 34442, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 352-746-4460 or by fax 352-746-0816. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday.