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JOHNSON INVESTMENT COUNSEL, INC.

3777 West Fork Road
Cincinnati, Ohio 45247
Tel: 513-661-3100

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About JOHNSON INVESTMENT COUNSEL, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#117054
SEC#801-60676
Assets Managed by Firm$18,609,057,968
No. of Clients15436
No. of Advisors151

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 investment companies
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total15436$18,609,057,968
Individuals (other than high net worth individuals)2148$600,558,251
High net worth individuals2530$11,001,791,447
Pension and profit sharing plans53$816,431,051
Charitable organizations105$1,167,658,738
Other investment advisers3$16,949,886
Corporations or other businesses65$1,401,961,972

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