1095 W Rio Salado Parkway
Suite 201
Tempe, Arizona 85281-2610
Tel: 602-242-4000
JOHNSON FINANCIAL ADVISORS, formally registered with the SEC as JOHNSON FINANCIAL ADVISORS. The firm was established in 06/15/2018. They have over 1 offices throughout the country.
JOHNSON FINANCIAL ADVISORS is a Tempe, Arizona based Financial Planning firm with nearly $191,094,292 assets under management, offering retirement planning & investment advisory services to 682 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 104621 |
SEC# | 801-113449 |
Assets Managed by Firm | $191,094,292 |
No. of Clients | 682 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 682 | $191,094,292 |
Individuals (other than high net worth individuals) | 218 | $62,634,007 |
High net worth individuals | 53 | $128,460,285 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
Explore More Retirement Advisors in Tempe, Arizona