JOHNSON BRUNETTI
Firm details
- Headquarters
- WETHERSFIELD, Connecticut
- CRD number
- 171168
- Registered since
- May 9, 2014
- Website
- jb-capital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals55.21%
- HNWI44.67%
- Corporations / Businesses0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Johnson Brunetti is an SEC-registered wealth management firm organized as an LLC and operating as an insurance broker-dealer. Founded and registered with the SEC in 2014, the firm serves both individual/family and institutional clients and acts as a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses, third-party manager selection, and educational seminars and workshops. Fee arrangements include percentage-of-AUM, fixed fees, and other fee structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities24%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1KEVIN CRAWFORD
Chief Compliance OfficerCRD 6115125
Contacts
3 of 26Maxwell Miller
Associate, Financial AdvisorCRD 7557853
MATTHEW SCOTT
Financial AdvisorCRD 7639297
JOEL JOHNSON
Managing PartnerCRD 1941908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 104Active vs passive
$2B in ETFs
69%
$1.4B
22%
$644M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $254M | 388,721 | 12.43% |
Location
WETHERSFIELD, CT
HARTFORD
Location
WETHERSFIELD, CT
Headquartered in WETHERSFIELD, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 100 Great Meadow Rd
- Time zone
- ET (UTC-5)
- Office locations
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