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JOHNSON FINANCIAL GROUP LLC

1144 Fifteenth Street
Suite 3950
Denver, Colorado 80202
Tel: 720-475-1195

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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 StatusApproved
Firm CRD#125101
SEC#801-79223
Assets Managed by Firm$2,476,192,497
No. of Clients788
No. of Advisors39

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 ClientsAUM
Firm Total788$2,476,192,497
Individuals (other than high net worth individuals)1$892,276
High net worth individuals45$2,470,418,179
Charitable organizations1$2,071,023

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