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WILLIS JOHNSON & ASSOCIATES, INC.
5847 San Felipe
Suite 1500
Houston, Texas 77057
Tel: 713-439-1200
About WILLIS JOHNSON & ASSOCIATES, INC.
WILLIS JOHNSON & ASSOCIATES, INC, formally registered with the SEC as WILLIS JOHNSON & ASSOCIATES, INC. The firm was established in 02/09/2006. They have over 1 offices throughout the country.
WILLIS JOHNSON & ASSOCIATES, INC. is a Houston, Texas based Financial Planning firm with nearly $1,167,580,704 assets under management, offering retirement planning & investment advisory services to 2103 clients. The firm is staffed with 35 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119759 |
| SEC# | 801-66191 |
| Assets Managed by Firm | $1,167,580,704 |
| No. of Clients | 2103 |
| No. of Advisors | 35 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2103 | $1,167,580,704 |
| Individuals (other than high net worth individuals) | 413 | $804,079,812 |
| High net worth individuals | 51 | $357,472,619 |
| Charitable organizations | 1 | $1,679,093 |
| Corporations or other businesses | 1 | $4,349,180 |
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