Overview
Assets Under Management: $257 million
Headquarters: GRAND FORKS, ND
High-Net-Worth Clients: 92
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.19
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 508
Discretionary Accounts: 508
Regulatory Filings
CRD Number: 123105
Last Filing Date: 2025-02-12 00:00:00
Website: https://johnsonwealth.com