Overview
Assets Under Management: $398 million
Headquarters: GLENDALE, CO
High-Net-Worth Clients: 33
Average Client Assets: $10.6 million
Frequently Asked Questions
JOHNSTON & ASSOCIATES 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 #106048), JOHNSTON & ASSOCIATES INC is subject to fiduciary duty under federal law.
JOHNSTON & ASSOCIATES INC is headquartered in GLENDALE, CO.
JOHNSTON & ASSOCIATES INC serves 33 high-net-worth clients according to their SEC filing dated March 29, 2023. View client details ↓
According to their SEC Form ADV, JOHNSTON & ASSOCIATES INC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
JOHNSTON & ASSOCIATES INC manages $398 million in client assets according to their SEC filing dated March 29, 2023.
According to their SEC Form ADV, JOHNSTON & ASSOCIATES INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.77%
Average Client Assets: $10.6 million
Total Client Accounts: 162
Discretionary Accounts: 158
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 106048
Filing ID: 1732246
Last Filing Date: 2023-03-29 12:50:00