TOM JOHNSON INVESTMENT MANAGEMENT, LLC

201 Robert S. Kerr, Suite 510
Oklahoma City, Oklahoma 73102-4202
Tel: 405-236-2111

About TOM JOHNSON INVESTMENT MANAGEMENT, LLC

TOM JOHNSON INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as TOM JOHNSON INVESTMENT MANAGEMENT, LLC. The firm was established in 10/21/1992. They have over 1 offices throughout the country.

TOM JOHNSON INVESTMENT MANAGEMENT, LLC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $1,505,567,003 assets under management, offering retirement planning & investment advisory services to 5627 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104511
SEC#	801-42549
Assets Managed by Firm	$1,505,567,003
No. of Clients	5627
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	5627	$1,505,567,003
Individuals (other than high net worth individuals)	3712	$521,659,126
High net worth individuals	1751	$836,279,438
Pension and profit sharing plans	21	$15,310,287
Charitable organizations	53	$79,227,897
Corporations or other businesses	90	$53,090,255

More Retirement Planning firms in Oklahoma City, Oklahoma:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$11,569,058,289	2265	50
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$10,174,416,057	84	17
CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$5,015,687,471	10586	101

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