Overview
Assets Under Management: $790 million
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 296
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 296
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,142
Discretionary Accounts: 2,142
Regulatory Filings
CRD Number: 310839
Last Filing Date: 2025-02-28 00:00:00
Website: https://johnsonbixby.com