Overview
Assets Under Management: $168 million
Headquarters: LOS ALTOS, CA
High-Net-Worth Clients: 42
Average Client Assets: $4 million
Frequently Asked Questions
JOHNSON LYMAN, INC. 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 #150150), JOHNSON LYMAN, INC. is subject to fiduciary duty under federal law.
JOHNSON LYMAN, INC. is headquartered in LOS ALTOS, CA.
JOHNSON LYMAN, INC. serves 42 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, JOHNSON LYMAN, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
JOHNSON LYMAN, INC. manages $168 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, JOHNSON LYMAN, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.07
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 55
Discretionary Accounts: 54
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 150150
Last Filing Date: 2025-03-05 00:00:00
Website: https://jlwealth.com