WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. of BRISTOL, CT is an SEC-registered investment adviser (CRD 226535). Regulatory assets under management: $694.3M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Matthew Thomas Sweeney | PRESIDENT | — |
| Joseph Elzie Goss | SECRETARY | — |
| Walter Russell Costenbader | CHIEF COMPLIANCE OFFICER | — |
| Justin Karl Bolmgren | MANAGING PRINCIPAL, CHIEF OPERATIONS OFFICER | — |
| Nichole Helen Bolmgren | CHIEF FINANCIAL OFFICER | — |
| COSTENBADER WALTER RUSSELL | CHIEF COMPLIANCE OFFICER | — |
| SWEENEY MICHAEL THOMAS | CHIEF COMPLIANCE OFFICER (CCO); MANAGING DIRECTOR | — |
| BOLMGREN JUSTIN KARL | CHIEF OPERATIONS OFFICER | — |
| GOSS JOSEPH ELZIE | MANAGING PRINCIPAL | — |
| Kimberly B Sparks | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
Showing 15 of 54 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 806-928-5389 |
| — | — | 1 | 860-420-7290 |
| HAMPSTEAD | NC | 1 | 9108823088 |
| — | — | 1 | 8609565377 |
| SOMERS | CT | 1 | (860) 749-048 |
| — | — | 1 | 203-453-9153 |
| CHICAGO | IL | 1 | (312) 463-4085 |
| — | — | 1 | 800-889-3914 |
| GOSHEN | NY | 1 | 877-870-9939 |
| FT MYERS | FL | 1 | 630-780-0482 |
| — | — | 1 | 888.694.7271 |
| — | — | 1 | 9144750298 |
| — | — | 1 | 8605823300 |
| BURLINGTON | CT | 1 | 8603796700 |
| NORTH HAVEN | CT | 1 | 2032348217 |