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| Happy Holidays!! thanks for using AUM13F!! |
| Johnson Sterling Inc
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|---|---|
| CRD # | 106379 |
| SEC # | 801-49811 |
| CIK # | |
| AUM | $3.3 B (2025-03-24) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 205-871-9940 |
| Address | 820 Shades Creek Parkway Birmingham, AL 35209 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 0.0 |
| (b) Individuals (high net worth individuals) | 183 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 2.9 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 388 | 3.3 |
| By Discretionary | ||
| Discretionary | 361 | 0.5 |
| Non-Discretionary | 27 | 2.9 |
| Total | 388 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 388 | 3.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jefferies Investment Advisers LLC
✚
|
NY | 3.4 |
|
Performance Wealth Partners LLC
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IL | 3.4 |
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Apexium Financial LP
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TX | 3.4 |
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NFJ Investment Group LLC
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TX | 3.4 |
|
Beaumont Financial Advisors LLC
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MA | 3.4 |
|
Transform Wealth LLC
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|
CO | 3.4 |
|
Tandem Investment Advisors Inc
✚
|
SC | 3.4 |
|
CX Institutional LLC
✚
|
IN | 3.3 |
|
Money Concepts Capital Corp
✚
|
FL | 3.3 |
|
Founders Financial Securities LLC
✚
|
MD | 3.3 |