JOSEPH FINANCIAL OF SMITHTOWN, LLC

JOSEPH FINANCIAL OF SMITHTOWN, LLC of HERNANDO, FL is an SEC-registered investment adviser (CRD 154178). Regulatory assets under management: $928K.

Registration

• CRD: 154178
• SEC file number: 801-71663
• Type: Registered investment adviser
• Location: 2450 NORTH CITRUS HILLS BOULEVARD, HERNANDO, FL, 34442
• Phone: 352-746-4460
• Latest filing: 2011-05-26
• Regulatory AUM: $928K
• Discretionary AUM: $928K
• Clients: 1
• Accounts: 4

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• CRD 154178 on SEC IAPD (source of record)
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