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 $16,313,911,333 assets under management, offering retirement planning & investment advisory services to 14346 clients. The firm is staffed with 131 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 117054 |
SEC# | 801-60676 |
Assets Managed by Firm | $16,313,911,333 |
No. of Clients | 14346 |
No. of Advisors | 131 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 14346 | $16,313,911,333 |
Individuals (other than high net worth individuals) | 2196 | $523,422,145 |
High net worth individuals | 2283 | $9,292,834,639 |
Pension and profit sharing plans | 57 | $776,087,450 |
Charitable organizations | 100 | $1,054,350,797 |
Other investment advisers | 6 | $27,109,300 |
Corporations or other businesses | 60 | $1,361,352,039 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
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