JOSEPH JOHN HASSON JR

RIASEC RegisteredEst. 2000
Total AUM
$86.8M
Discretionary
$86.8M
100% of AUM
Avg account
$2.4M
Accounts
36
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
109301
Registered since
March 15, 2000
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals59.79%
  • HNWI38.16%
  • Pension & Profit Sharing Plans2.05%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Joseph John Hasson Jr operates a sole-proprietorship independent registered investment adviser that has been SEC-registered since 2000. The firm provides financial planning services and portfolio management focused on individuals, families and small-business owners, with some institutional relationships. Fee arrangements combine a percentage of assets under management and fixed-fee engagements. Investment practice emphasizes equities as the primary exposure while maintaining a substantial cash position. The adviser is not positioned as a capital allocator or multi-state adviser and does not identify as an active ESG investor. Services are delivered through a boutique, owner-operated model under the stewardship of Joseph John Hasson Jr.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 45%, Non-Exchange Traded Equities 43%, Non-Investment Grade Corp Bonds 6%, Exchange Traded Equities 3%, Investment Grade Corp Bonds 2%, Sovereign Bonds 1%45%
  • Cash & Cash Equivalents45%
  • Non-Exchange Traded Equities43%
  • Non-Investment Grade Corp Bonds6%
  • Exchange Traded Equities3%
  • Investment Grade Corp Bonds2%

Contacts

1 of 1
  • JOSEPH HASSON

    PresidentCRD 239505

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth