Overview
Assets Under Management: $491 million
High-Net-Worth Clients: 14
Average Client Assets: $35.1 million
Frequently Asked Questions
JOHNSON MARTIN ADVISORS, 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 #106851), JOHNSON MARTIN ADVISORS, INC. is subject to fiduciary duty under federal law.
JOHNSON MARTIN ADVISORS, INC. serves 14 high-net-worth clients according to their SEC filing dated February 22, 2018. View client details ↓
According to their SEC Form ADV, JOHNSON MARTIN ADVISORS, INC. offers portfolio management for individuals. View all service details ↓
JOHNSON MARTIN ADVISORS, INC. manages $491 million in client assets according to their SEC filing dated February 22, 2018.
According to their SEC Form ADV, JOHNSON MARTIN ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $35.1 million
Total Client Accounts: 16
Discretionary Accounts: 16
Regulatory Filings
CRD Number: 106851
Filing ID: 1174426
Last Filing Date: 2018-02-22 11:42:00