| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Scott Mizer Control | President/Member | 25-50% | 2017 |
| Jodi Picetti Control | Director Of Client Services/Cco | Under 5% | 2025 |
| Matthew David Palmer Control | Chairman/Member | 10-25% | 2020 |
The Joseph Group LLC reports $947 million in regulatory assets under management on its Form ADV.
The Joseph Group LLC reports 24 employees.
The Joseph Group LLC is based in Columbus, OH and has been SEC-registered since 2012.
The Joseph Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 605 South Front Street, Suite 100, Columbus, OH 43215 |
| Phone | 614-228-4300 |
| Fax | 614-629-0050 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $947M |
| Non-discretionary | $0 |
| Total (RAUM) | $947M |