Johnson Investment Partners, LLC

Overview

Johnson Investment Partners, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves a client base made up of individuals and families and bills on a percentage-of-assets-under-management fee schedule. Its stated advisory activities include financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. The firm does not describe itself as an active ESG investor, is not a multi-state adviser, is not a capital allocator (it does not appear to sponsor its own private funds), and is not identified as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices