Feedback
Share
Link
Link copied!
Fund Codex
Johnston & Associates Inc
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Johnston & Associates Inc Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Glendale, Colorado
$257.9 million AUM
1 office

Johnston & Associates Inc is based in Glendale, Colorado and has $257.9 million in assets under management.

Location
4500 Cherry Creek Drive South
Suite 1070
Glendale, CO 80246
$257.9 million
AUM
5
Employees
AUM Share
Link
Link copied!
Back to Top
$257,879,886
Assets under management
147 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 18 $7,438,567 3% $413,254
High net worth individuals 24 $211,911,353 82% $8,829,640
Pension and profit sharing plans Fewer than 5 clients $5,810,968
Other corporations or businesses Fewer than 5 clients $32,718,998
Employees Share
Link
Link copied!
Back to Top
5
Employees
4
Investment analysts
80% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$257,879,886
Assets under management
$51,575,977
AUM per employee
$64,469,972
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Johnston & Associates Inc makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Johnston & Associates Inc provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
Business activities
  • Insurance broker or agent
  • Estate planning
Firm data Share
Link
Link copied!
CRD number 106,048
SEC number 801-77752
Legal structure Corporation
Legal governance Colorado, United States
Latest ADV filing date March 17, 2020

Other Funds

See all...
Morgan Stanley
Fund: $904,300,848,179
Empirical Wealth Management
Fund: $2,664,418,384
Spur Capital Partners
Fund: $901,389,929
Renovo Capital, LLC
Fund: $406,645,014
MJM401K, LLC
Fund: Under $1 billion
Ironside Capital LLC
Fund: Under $1 billion

All of Fund Codex

See all...

Similar Funds to Johnston & Associates Inc

See all...