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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Johnson Financial Group LLC
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| CRD # | 125101 |
| SEC # | 801-79223 |
| CIK # | 0001477024, 0001706327 |
| AUM | $2.7 B (2025-07-10) |
| Employees | 47 (64% Investors, 0% Brokers) |
| Phone | 720-475-1195 |
| Address | 1144 Fifteenth Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Johnson Outdoors Inc | 53.6 | |
| Microsoft Corp | 50.1 | |
| Apple Inc | 42.8 | |
| Nvidia Corp | 21.0 | |
| Alphabet Inc | 19.2 | |
| J P Morgan Chase & Co | 17.2 | |
| Facebook Inc | 15.8 | |
| Procter & Gamble Co | 13.2 | |
| Exxon Mobil Corp | 12.8 | |
| Amazon Com Inc | 12.3 |
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | JFG Fund LLC | 2022-03-22 | 4.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 47 | 2.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 861 | 2.7 |
| By Discretionary | ||
| Discretionary | 599 | 1.4 |
| Non-Discretionary | 262 | 1.4 |
| Total | 861 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 861 | 2.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001477024] | |
| 13F-HR | [0001706327] |
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|---|---|---|
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CA | 2.3 |
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S & Co Inc
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