Sign in Sign up for free

Sheehan Paul Joseph (Los Angeles)


Sheehan Paul Joseph is a large advisory firm based in Los Angeles. It manages $32.22 million of regulatory assets for 532 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Logo

Sheehan Paul Joseph provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sheehan Paul Joseph: assets under management

The assets under management (AUM) of Sheehan Paul Joseph is $32.22 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.55 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sheehan Paul Joseph for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Sheehan Paul Joseph performs its advisory services is located at 1033 North Carol Dr T 11, Los Angeles, CA 90069, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-858-3765 or by fax 310-858-8593. The normal business hours are 6:30am - 6:00pm on Monday - Friday. You can find more information about the New York firm at www.pjsa.com.


Registered investment advisers similar to Sheehan Paul Joseph