Philip O Johnson & Company Ltd

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Assets, Funds, Holdings

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Philip O Johnson & Company Ltd
CRD #104621
SEC #801-113449
CIK #
AUM $191.1 MM (2024-02-29)
Employees 3 (67% Investors, 67% Brokers)
Phone602-242-4000
Address1095 W Rio Salado Parkway
Tempe, AZ 85281-2610
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
2502001501005002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 218 62.6
(b) Individuals (high net worth individuals) 53 128.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 682 191.1
By Discretionary
Discretionary 669 186.1
Non-Discretionary 13 5.0
Total 682 191.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 191.1
Total 682 191.1
Comparable Firms State AUM ($BB)
Endeavor Wealth Advisors LLC
OH 0.2
Mainsail Financial Group LLC
WA 0.2
Professional Financial Strategies Inc
NY 0.2
Strategic Retirement Advisors LLC
CA 0.2
Prospect Capital Services Inc
NJ 0.2
Madden Funds Management Ltd
IL 0.2
Peterson Financial Group Inc
IA 0.2
Wealthway Financial Advisors
VA 0.2
Walker Financial Advisors Inc DBA California 457 Benefits
CA 0.2
Sage Financial Advisors Inc
AZ 0.2
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