Overview
Assets Under Management: $116 million
Headquarters: BOTHELL, WA
High-Net-Worth Clients: 43
Average Client Assets: $2 million
Frequently Asked Questions
JOHNSON & SHUTE INVESTMENT 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 #116667), JOHNSON & SHUTE INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
JOHNSON & SHUTE INVESTMENT ADVISORS, INC. is headquartered in BOTHELL, WA.
JOHNSON & SHUTE INVESTMENT ADVISORS, INC. serves 43 high-net-worth clients according to their SEC filing dated November 20, 2025. View client details ↓
According to their SEC Form ADV, JOHNSON & SHUTE INVESTMENT ADVISORS, INC. offers portfolio management for individuals. View all service details ↓
JOHNSON & SHUTE INVESTMENT ADVISORS, INC. manages $116 million in client assets according to their SEC filing dated November 20, 2025.
According to their SEC Form ADV, JOHNSON & SHUTE INVESTMENT ADVISORS, INC. serves high-net-worth individuals. View client details ↓
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
Filing ID: 2029000
Last Filing Date: 2025-11-20 13:54:23
Website: 0