|
⚲
|
| Keyboard |
| Philip O Johnson & Company Ltd
✚
|
|
|---|---|
| CRD # | 104621 |
| SEC # | 801-113449 |
| CIK # | |
| AUM | 301.0 M (2026-03-19) |
| Employees | 5 (40% Investors, 40% Brokers) |
| Phone | 602-242-4000 |
| Address | 1095 W Rio Salado Parkway Tempe, AZ 85281-2610 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 220 | 81.0 |
| (b) Individuals (high net worth individuals) | 77 | 220.0 |
| (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 | 756 | 301.0 |
| By Discretionary | ||
| Discretionary | 756 | 301.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 756 | 301.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 301.0 | |
| Total | 756 | 301.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Massachusetts Wealth Management LLC
✚
|
MA | 301.5 M |
|
BAC Capital Advisors LLC
✚
|
WA | 301.2 M |
|
FFP Wealth Management LLC
✚
|
MN | 301.1 M |
|
Headway Wealth Ltd
✚
|
301.0 M | |
|
Retirable Inc
✚
|
NY | 301.0 M |
|
Vital Wealth Management LLC
✚
|
IL | 300.8 M |
|
Summit Place Financial Advisors LLC
✚
|
NJ | 300.4 M |
|
Spreng Capital Management Inc
✚
|
OH | 300.2 M |
|
David Kennon Incorporated
✚
|
FL | 300.0 M |
|
Alliant Securities Inc
✚
|
WA | 300.0 M |