Johnson Capital Global Advisory L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 300578
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Johnson Capital Global Advisory L.L.C. is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, and it runs educational seminars and workshops. It charges fees as a percentage of assets under management and appears to operate primarily on a non-discretionary basis. The adviser does not identify itself as an ESG-focused investor, is not positioned as a capital allocator or pension consultant, and is owned by an individual.
Assets & Accounts
Investments & Alternatives
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 Funds70%
- Exchange Traded Equities15%
- US Government Bonds10%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Dana Johnson
President, CEOCRD 5370624
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations