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Home > Retirement Planners > north dakota > grand forks > JOHNSON WEALTH MANAGEMENT, LLC
JOHNSON WEALTH MANAGEMENT, LLC
214 North 4th Street
Ste 123
Grand Forks, North Dakota 58203
Tel: 701-746-8310
About JOHNSON WEALTH MANAGEMENT, LLC
JOHNSON WEALTH MANAGEMENT, LLC, formally registered with the SEC as JOHNSON WEALTH MANAGEMENT, LLC. The firm was established in 04/05/2017. They have over 1 offices throughout the country.
JOHNSON WEALTH MANAGEMENT, LLC is a Grand Forks, North Dakota based Financial Planning firm with nearly $256,889,061 assets under management, offering retirement planning & investment advisory services to 508 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123105 |
| SEC# | 801-110295 |
| Assets Managed by Firm | $256,889,061 |
| No. of Clients | 508 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 508 | $256,889,061 |
| Individuals (other than high net worth individuals) | 60 | $18,300,320 |
| High net worth individuals | 92 | $216,265,602 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,669,620 |
| Charitable organizations | Fewer than 5 clients | $13,653,519 |
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