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Philip O Johnson & Company Ltd
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CRD # | 104621 |
SEC # | 801-113449 |
CIK # | |
AUM | $191.1 MM (2024-02-29) |
Employees | 3 (67% Investors, 67% Brokers) |
Phone | 602-242-4000 |
Address | 1095 W Rio Salado Parkway Tempe, AZ 85281-2610 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
---|
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 |
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Endeavor Wealth Advisors LLC
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|
OH | 0.2 |
Mainsail Financial Group LLC
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|
WA | 0.2 |
Professional Financial Strategies Inc
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NY | 0.2 |
Strategic Retirement Advisors LLC
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CA | 0.2 |
Prospect Capital Services Inc
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|
NJ | 0.2 |
Madden Funds Management Ltd
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|
IL | 0.2 |
Peterson Financial Group Inc
✚
|
IA | 0.2 |
Wealthway Financial Advisors
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VA | 0.2 |
Walker Financial Advisors Inc DBA California 457 Benefits
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|
CA | 0.2 |
Sage Financial Advisors Inc
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|
AZ | 0.2 |