Owen Joseph Asset Management Corp (South Lynnfield)

Owen Joseph Asset Management Corp is a large advisory firm based in South Lynnfield. It manages $40.49 million of regulatory assets for 228 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 7 other states.

Owen Joseph Asset Management Corp provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Owen Joseph Asset Management Corp: assets under management

The assets under management (AUM) of Owen Joseph Asset Management Corp is $40.49 million. The firm's AUM has gone down by -71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.85 million in discretionary accounts and $13.64 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $119.32 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.55 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Owen Joseph Asset Management Corp for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Owen Joseph Asset Management Corp

Lynn Joyce Tyrell has been acting as President since 1 Jun 2000. William Owen Foster joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Advisor's Capital Corp.	Shareholder	1 Jun 1998	75% - 100%	06-1166053
William Owen Foster	Shareholder	1 Jun 2000	Other	872791
Lynn Joyce Tyrell	President	1 Jun 2000	Other	1378639

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Keith Mann	President	1 Mar 1983	50% - 75%	318870

Based in South Lynnfield

The principal office where Owen Joseph Asset Management Corp performs its advisory services is located at 2 Squire Lane, South Lynnfield, MA 01940 The mailing address of the firm is Po Box 727, South Lynnfield, MA 01940. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-334-4751 or by fax 781-334-4751. The normal business hours are 7:00 a.m. - 3:00 p.m. on Monday - Friday.