3777 West Fork Road
Cincinnati, Ohio 45247
Tel: 513-661-3100
JOHNSON INVESTMENT COUNSEL, INC, formally registered with the SEC as JOHNSON INVESTMENT COUNSEL, INC. The firm was established in 11/20/2001. They have over 6 offices throughout the country.
JOHNSON INVESTMENT COUNSEL, INC. is a Cincinnati, Ohio based Financial Planning firm with nearly $18,609,057,968 assets under management, offering retirement planning & investment advisory services to 15436 clients. The firm is staffed with 151 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117054 |
| SEC# | 801-60676 |
| Assets Managed by Firm | $18,609,057,968 |
| No. of Clients | 15436 |
| No. of Advisors | 151 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 15436 | $18,609,057,968 |
| Individuals (other than high net worth individuals) | 2148 | $600,558,251 |
| High net worth individuals | 2530 | $11,001,791,447 |
| Pension and profit sharing plans | 53 | $816,431,051 |
| Charitable organizations | 105 | $1,167,658,738 |
| Other investment advisers | 3 | $16,949,886 |
| Corporations or other businesses | 65 | $1,401,961,972 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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