


Joel Isaacson & Revenue
Financial Services • Manhattan, New York, United States • 51-100 Employees
Joel Isaacson & revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $189,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Key Contacts at Joel Isaacson &
Michael Buccino
Director
Joshua Peltz
Managing Director
Hannah Woolley
Managing Director
Zachary Mcgill
Managing Director
Stanley Altmark
Partner/ Co Founder
Ilan Folman-Cohen
Director
Brian Cummins
Managing Director
Lee Steinmetz
Tax Director
Susan Park
Director
Joel Isaacson
Owner
Company overview
| Headquarters | 546 Fifth Ave, New York, NY 10036, US |
| Phone number | +120232024 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Insurance Planning, Wealth Management, Cash Flow Management, Estate Planning, Investment Management, Employee Benefit Coordination |
| Founded | 1993 |
| Employees | 51-100 |
| Socials |
Joel Isaacson & Email Formats
Joel Isaacson & uses 5 email formats. The most common is {first initial} (e.g., j@joelisaacson.com), used 55.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@joelisaacson.com | 55.8% |
{first name}{last name} | johndoe@joelisaacson.com | 28.8% |
{first initial}{last name} | jdoe@joelisaacson.com | 11.5% |
{last name} | doe@joelisaacson.com | 1.9% |
{last name}{last name} | doedoe@joelisaacson.com | 1.9% |
About Joel Isaacson &
Joel Isaacson & Co. LLC is a leading independent wealth management firm in New York City—with the knowledge and resources to plan for our clients’ needs. For over 30 years, we have been providing comprehensive fee-only wealth management services to our clients. Our independence means that our focus is clearly on our clients’ best interests. We are not attached to any big institutional firms and we maintain our objectivity at all times to provide our clients with our best possible advice to help them achieve their personal and business goals.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Joel Isaacson & has 31 employees across 8 departments.
Departments
Number of employees
Funding Data
Joel Isaacson & has never raised funding before.
Joel Isaacson & Tech Stack
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Frequently asked questions
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