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 $169,650,742 assets under management, offering retirement planning & investment advisory services to 663 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 104621 |
SEC# | 801-113449 |
Assets Managed by Firm | $169,650,742 |
No. of Clients | 663 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 663 | $169,650,742 |
Individuals (other than high net worth individuals) | 233 | $59,303,598 |
High net worth individuals | 45 | $110,347,144 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,243,468,890 | 65 | 135 | |
$31,053,928,632 | 21 | 150 | |
$19,885,317,307 | 148 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 |
$5,606,257,800 | 19 | 96 |
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