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| Johnson Financial Group LLC
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|---|---|
| CRD # | 125101 |
| SEC # | 801-79223 |
| CIK # | 0001477024, 0001706327 |
| AUM | $4.5 B (2026-05-04) |
| Employees | 62 (56% Investors, 0% Brokers) |
| Phone | 720-475-1195 |
| Address | 1144 Fifteenth Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Apple Inc | 0.1 | |
| Johnson Outdoors Inc | 0.0 | |
| Microsoft Corp | 0.0 | |
| Nvidia Corp | 0.0 | |
| Alphabet Inc | 0.0 | |
| Johnson & Johnson | 0.0 | |
| Facebook Inc | 0.0 | |
| Amazon Com Inc | 0.0 | |
| Altria Group Inc | 0.0 | |
| Lam Research Corp | 0.0 |
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | JFG Fund LLC | 2022-03-22 | 5.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 0.0 |
| (b) Individuals (high net worth individuals) | 154 | 4.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,745 | 4.5 |
| By Discretionary | ||
| Discretionary | 1,247 | 2.5 |
| Non-Discretionary | 498 | 2.1 |
| Total | 1,745 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.5 | |
| Total | 1,745 | 4.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001477024] | |
| 13F-HR | [0001706327] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mayflower Financial Advisors LLC
✚
|
MA | 5.8 |
|
Balentine LLC
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|
GA | 5.5 |
|
Insigneo Advisory Services LLC
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|
FL | 5.2 |
|
Klingenstein Fields & Co LP
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|
NY | 4.7 |
|
SYON Capital LLC
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|
CA | 4.4 |
|
IWP Wealth Management LLC
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|
CO | 4.3 |
|
Wescott Financial Advisory Group LLC
✚
|
PA | 4.2 |
|
Winthrop Capital Management LLC
✚
|
IN | 4.0 |
|
360 One Portfolio Managers Limited
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|
3.6 | |
|
Strategies Wealth Advisors LLC
✚
|
MI | 3.3 |