Mounia
Mokdad

Joel Isaacson & Co., LLC

CRD#7810531
Investment Advisor
in Wesley Chapel, FL

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About this Advisor

Mounia Mokdad is a financial advisor based in Wesley Chapel, Florida, working with Joel Isaacson & Co., LLC. Mounia has previously held a position at Joel Isaacson & Co., LLC and is registered to provide services in Florida. Currently, Mounia is part of Joel Isaacson & Co., LLC, which operates out of Wesley Chapel, Florida. The firm has 50 employees and manages assets totaling $6.9 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Joel Isaacson & Co., LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Wesley Chapel, FL

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Joel Isaacson & Co., LLC Brokerage Details

Total Assets Under Management

$6,894,330,282

FL Average: $7,464,549,021
Total Number of Employees

50

FL Average: 88
Total Number of Accounts

5,103

FL Average: 3,892
Average Account Size

$1,351,035

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Mounia Mokdad Work History

2018 - Present (6 years)

Joel Isaacson & Co., LLC

2004 - 2018 (14 years)

Joel Isaacson & Co., LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mounia Mokdad to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Joel Isaacson & Co., LLC

Paige Rimer
New York, NY
Ilan Folman-Cohen
New York, NY
Ross Natoli
New York, NY
Gustavo Peguero
New York, NY
Joshua Peltz
New York, NY
Michael Buccino
New York, NY
Stanley Altmark
New York, NY
Stephanie Hensen
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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