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Johnson Investment Counsel Inc
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CRD # | 117054 |
SEC # | 801-60676 |
CIK # | 0000821197, 0000892657 |
AUM | $18.6 BB (2024-03-21) |
Employees | 131 (53% Investors, 0% Brokers) |
Phone | 513-661-3100 |
Address | 3777 West Fork Road Cincinnati, OH 45247 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 0.4 | |
PG | 338.1 | 0.4 | |
MSFT | 1,918.2 | 0.3 | |
GOOGL | 1,475.1 | 0.2 | |
CINF | 18.9 | 0.2 | |
WMB | 38.7 | 0.1 | |
DHR | 183.1 | 0.1 | |
UNH | 477.0 | 0.1 | |
MA | 309.6 | 0.1 | |
NDAQ | 25.5 | 0.1 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 2,196 | 0.5 |
(b) Individuals (high net worth individuals) | 2,283 | 9.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 2 | 3.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 57 | 0.8 |
(h) Charitable organizations | 100 | 1.1 |
(i) State or municipal government entities | 6 | 0.3 |
(j) Other investment advisers | 6 | 0.0 |
(k) Insurance companies | 1 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 60 | 1.4 |
(n) Other | 0 | 0.0 |
Total | 14,346 | 16.3 |
By Discretionary | ||
Discretionary | 14,323 | 16.1 |
Non-Discretionary | 23 | 0.2 |
Total | 14,346 | 16.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 16.3 | |
Total | 14,346 | 16.3 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0000821197] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Plante Moran Financial Advisors LLC
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|
MI | 19.4 |
Capital Strategies Investment Group LLC
✚
|
IL | 19.1 |
Newedge Advisors LLC
✚
|
LA | 18.4 |
TRowe Price Hong Kong Limited
✚
|
18.3 | |
Stonehage Fleming Investment Management Limited
✚
|
18.3 | |
H&H International Investment LLC
✚
|
CA | 18.0 |
C Worldwide Asset Management Fondsmaeglerselskab A/S
✚
|
17.9 | |
Belle Haven Investments LP
✚
|
NY | 17.7 |
Kotak Alternate Asset Managers Limited
✚
|
17.7 | |
Invesco Managed Accounts LLC
✚
|
WA | 17.5 |