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Home > Retirement Planners > washington > bellevue > JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
11130 Ne 33rd Pl
Suite 102
Bellevue, Washington 98004-1466
Tel: 425-827-5755
About JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
JOHNSON & SHUTE INVESTMENT ADVISORS, INC, formally registered with the SEC as JOHNSON & SHUTE INVESTMENT ADVISORS, INC. The firm was established in 03/04/2022. They have over 1 offices throughout the country.
JOHNSON & SHUTE INVESTMENT ADVISORS, INC. is a Bellevue, Washington based Financial Planning firm with nearly $115,727,560 assets under management, offering retirement planning & investment advisory services to 154 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116667 |
| SEC# | 801-123376 |
| Assets Managed by Firm | $115,727,560 |
| No. of Clients | 154 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 154 | $115,727,560 |
| Individuals (other than high net worth individuals) | 30 | $12,731,733 |
| High net worth individuals | 43 | $100,784,910 |
| Pension and profit sharing plans | 1 | $2,210,917 |
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