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Joshua Lauren & Co Inc (Mendham)


Joshua Lauren & Co Inc is a large advisory firm based in Mendham. It manages $155.23 million of regulatory assets for 595 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 32 other states.

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Joshua Lauren & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Joshua Lauren &: assets under management

The assets under management (AUM) of Joshua Lauren & Co Inc is $155.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 137% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $155.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $260.89 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Joshua Lauren & Co Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Mendham

The principal office where Joshua Lauren & Co Inc performs its advisory services is located at 5 Cold Hill Road, Mendham, NJ 07945, which is also the mailing address of the firm. An additional office of the firm is in Bonita Springs, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 973-543-6660 or by fax 973-543-9033. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.krasney.net.


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