Diana
Joseph

Telemus Capital, LLC

CRD#1996648
Investment Advisor
in Chicago, IL

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About this Advisor

Diana Joseph is a financial advisor operating in Chicago, Illinois who has 6 years of industry experience. Joseph is an employee of Telemus Capital, LLC. Over the course of their career, Joseph has held roles at Barrington Strategic Wealth Management Group LLC and Telemus Capital, LLC. Joseph maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California, Illinois, Iowa and Texas. Telemus Capital, LLC is a firm that has its headquarters in Southfield, MI. It has offices in three locations and a total of 52 advisors. It controls $3 billion in assets among its 4,367 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 22 charitable organizations. Of its 4,367 accounts, 34% belong to high-net-worth clients who have greater than $1 million in assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules are based on the financial services. Fees charged by Telemus Capital, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

230 West Monroe Street Suite 1415
Chicago, IL 60606

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Telemus Capital, LLC Brokerage Details

Total Assets Under Management

$2,972,199,618

IL Average: $943,424,332
Total Number of Employees

52

IL Average: 21
Total Number of Accounts

4,367

IL Average: 1,586
Average Account Size

$680,604

IL Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Diana Joseph Work History

Diana has been registered as a financial advisor for 6 years.*

2021 - Present (3 years)

Telemus Capital, LLC

2017 - 2021 (4 years)

Telemus Capital, LLC

2010 - 2017 (7 years)

Barrington Strategic Wealth Management Group LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Diana Joseph 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 Telemus Capital, LLC

Matthew Mueller
Chicago, IL
Brian Babcock
Southfield, MI
Kyle Deal
Chicago, IL
Lauren Genuardi
Chicago, IL
Maria Gorog
Southfield, MI
William Wallbank
Southfield, MI
Michael Ran
Southfield, MI
Matthew Heckler
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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