Overview
Assets Under Management: $116 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 43
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.09
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 154
Non-Discretionary Accounts: 154
Regulatory Filings
CRD Number: 116667
Last Filing Date: 2025-03-03 00:00:00
Website: https://johnsonandshute.com