Joseph Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
San Juan, PR
CRD number
120414
Registered since
July 17, 2002

Firm profile

FINTRX

Overview

Joseph Capital, LLC is organized as a limited liability company and is owned by a domestic entity and an individual. Publicly available records classify the firm as "unclassified." The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. There is minimal disclosure of the company's advisory or business activities in the provided dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • John Miller

    FinOpCRD 2139980

  • Manju Basavaraju

    Head of Institutional SalesCRD 2535578

  • Michael Ross

    Michael Ross

    PresidentCRD 3133134

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Juan, PR

Location

San Juan, PR

Headquartered in San Juan, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
15 Calle Taft
Office locations

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