Overview
Assets Under Management: $790 million
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 296
Average Client Assets: $2 million
Frequently Asked Questions
JOHNSON BIXBY & ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310839), JOHNSON BIXBY & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
JOHNSON BIXBY & ASSOCIATES, LLC is headquartered in VANCOUVER, WA.
JOHNSON BIXBY & ASSOCIATES, LLC serves 296 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, JOHNSON BIXBY & ASSOCIATES, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
JOHNSON BIXBY & ASSOCIATES, LLC manages $790 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, JOHNSON BIXBY & ASSOCIATES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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