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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 $789,526,420 assets under management, offering retirement planning & investment advisory services to 2142 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310839 |
| SEC# | 801-119645 |
| Assets Managed by Firm | $789,526,420 |
| No. of Clients | 2142 |
| No. of Advisors | 15 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2142 | $789,526,420 |
| Individuals (other than high net worth individuals) | 457 | $212,658,170 |
| High net worth individuals | 296 | $575,077,641 |
| Charitable organizations | 2 | $1,790,609 |
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