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JOHNSON BIXBY
275 West Third Street
Suite 600
Vancouver, Washington 98660
Tel: 360-695-1795
About JOHNSON BIXBY
JOHNSON BIXBY, formally registered with the SEC as JOHNSON BIXBY. The firm was established in 10/16/2020. They have over 1 offices throughout the country.
JOHNSON BIXBY is a Vancouver, Washington based Financial Planning firm with nearly $590,749,395 assets under management, offering retirement planning & investment advisory services to 1936 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310839 |
| SEC# | 801-119645 |
| Assets Managed by Firm | $590,749,395 |
| No. of Clients | 1936 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1936 | $590,749,395 |
| Individuals (other than high net worth individuals) | 419 | $153,775,730 |
| High net worth individuals | 302 | $435,620,081 |
| Charitable organizations | 2 | $1,353,584 |
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