Overview
Assets Under Management: $136 million
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 66
Average Client Assets: $1.2 million
Frequently Asked Questions
JOHNSTONE FINANCIAL ADVISORS 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 #286119), JOHNSTONE FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
JOHNSTONE FINANCIAL ADVISORS is headquartered in LAKE OSWEGO, OR.
JOHNSTONE FINANCIAL ADVISORS serves 66 high-net-worth clients according to their SEC filing dated March 01, 2018. View client details ↓
According to their SEC Form ADV, JOHNSTONE FINANCIAL ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
JOHNSTONE FINANCIAL ADVISORS manages $136 million in client assets according to their SEC filing dated March 01, 2018.
According to their SEC Form ADV, JOHNSTONE FINANCIAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.56%
Average Client Assets: $1.2 million
Total Client Accounts: 695
Discretionary Accounts: 695
Regulatory Filings
CRD Number: 286119
Filing ID: 1175793
Last Filing Date: 2018-03-01 15:57:00