WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

BRISTOL, Connecticut·4 registered advisors·CRD# 226535
SEC# 801-11996421860.973.3214
01

Firm Overview

AUM
$270M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

4 registered advisors
Joseph Elzie Goss
BRISTOL, Connecticut
Justin Karl Bolmgren
BRISTOL, Connecticut
Matthew Thomas Sweeney
BRISTOL, Connecticut
Walter Russell Costenbader
BRISTOL, Connecticut
05

Office Locations

BRISTOL, Connecticut
4 advisors

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Data sourced from SEC Form ADV filings. WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. (CRD# 226535) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.