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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Johnson & Shute Investment Advisors Inc
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|---|---|
| CRD # | 116667 |
| SEC # | 801-123376 |
| CIK # | |
| AUM | $115.7 M (2025-03-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 425-827-5755 |
| Address | 11130 NE 33rd Pl Bellevue, WA 98004-1466 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 12.7 |
| (b) Individuals (high net worth individuals) | 43 | 100.8 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.2 |
| (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 | 154 | 115.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 154 | 115.7 |
| Total | 154 | 115.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.7 | |
| Total | 154 | 115.7 |
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|---|---|---|
|
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|
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IN | 0.1 |
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CA | 0.1 |
|
Colchester Investment Counsel LLC
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CT | 0.1 |
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V M Manning & Co Inc
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|
SC | 0.1 |