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Home > Retirement Planners > oklahoma > oklahoma city > TOM JOHNSON INVESTMENT MANAGEMENT, LLC
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 $1,519,426,903 assets under management, offering retirement planning & investment advisory services to 5573 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 | $1,519,426,903 |
| No. of Clients | 5573 |
| No. of Advisors | 11 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5573 | $1,519,426,903 |
| Individuals (other than high net worth individuals) | 3545 | $496,810,189 |
| High net worth individuals | 1848 | $846,186,473 |
| Pension and profit sharing plans | 22 | $16,790,253 |
| Charitable organizations | 65 | $98,644,562 |
| Corporations or other businesses | 93 | $60,995,426 |
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