Overview
Assets Under Management: $8.4 billion
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 2,078
Average Client Assets: $2 million
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: 2,078
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,516
Discretionary Accounts: 2,504
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 125557
Last Filing Date: 2024-07-29 00:00:00
Website: https://johnsonfinancialgroup.com