JOSEPH SASSOON INVESTMENT MANAGEMENT LLC

JOSEPH SASSOON GROUP LLC
NEW YORK, New York·5 registered advisors·CRD# 322215
SEC# 801-1264870(212) 918-4582
01

Firm Overview

AUM
$100M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at JOSEPH SASSOON INVESTMENT MANAGEMENT LLC

5 registered advisors
Daniel A Corey
NEW YORK, New York
David Solomon Sassoon
NEW YORK, New York
Julie Anderson
NEW YORK, New York
Paul Lerner
NEW YORK, New York
Theodore George Burton Kronmiller
NEW YORK, New York
05

Office Locations

NEW YORK, New York
5 advisors

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Data sourced from SEC Form ADV filings. JOSEPH SASSOON INVESTMENT MANAGEMENT LLC (CRD# 322215) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.