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JOSEPH JOHN HASSON JR
JOSEPH JOHN HASSON, JR.
CRD 109301 · SEC 801-57322
NY, United States
Phone
718-921-3600
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$86.8M
Discretionary AUM
$86.8M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $51.9M |
| High net worth individuals | 3 | $33.1M |
| Pension/profit sharing plans | 1 | $1.8M |
States served
NY
Official SEC filing: View on IAPD