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Home > Retirement Planners > colorado > denver > JOHNSON FINANCIAL GROUP LLC
JOHNSON FINANCIAL GROUP LLC
1144 Fifteenth Street
Suite 3950
Denver, Colorado 80202
Tel: 720-475-1195
About JOHNSON FINANCIAL GROUP LLC
JOHNSON FINANCIAL GROUP LLC, formally registered with the SEC as JOHNSON FINANCIAL GROUP LLC. The firm was established in 03/07/2014. They have over 2 offices throughout the country.
JOHNSON FINANCIAL GROUP LLC is a Denver, Colorado based Financial Planning firm with nearly $2,476,192,497 assets under management, offering retirement planning & investment advisory services to 788 clients. The firm is staffed with 39 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125101 |
| SEC# | 801-79223 |
| Assets Managed by Firm | $2,476,192,497 |
| No. of Clients | 788 |
| No. of Advisors | 39 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (FAMILY OFFICE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 788 | $2,476,192,497 |
| Individuals (other than high net worth individuals) | 1 | $892,276 |
| High net worth individuals | 45 | $2,470,418,179 |
| Charitable organizations | 1 | $2,071,023 |
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