JOHNSON STERLING, INC.

820 Shades Creek Parkway
Suite 3200
Birmingham, Alabama 35209
Tel: 205-871-9940

About JOHNSON STERLING, INC.

JOHNSON STERLING, INC, formally registered with the SEC as JOHNSON STERLING, INC. The firm was established in 09/05/1995. They have over 2 offices throughout the country.

JOHNSON STERLING, INC. is a Birmingham, Alabama based Financial Planning firm with nearly $2,603,892,803 assets under management, offering retirement planning & investment advisory services to 395 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106379
SEC#	801-49811
Assets Managed by Firm	$2,603,892,803
No. of Clients	395
No. of Advisors	12

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	395	$2,603,892,803
Individuals (other than high net worth individuals)	229	$99,075,964
High net worth individuals	141	$341,905,133
Pension and profit sharing plans	19	$2,133,499,295
Charitable organizations	4	$29,170,010
Corporations or other businesses	2	$242,401

Inquire with JOHNSON STERLING, INC.

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