JOHNSON STERLING, INC.

RIASEC RegisteredEst. 1995

Total AUM

$3.9B

Discretionary

$530M

14% of AUM

Avg account

$10.7M

Accounts

365

Employees

Advisory reps

Firm details

Headquarters: Birmingham, Alabama
CRD number: 106379
Registered since: September 5, 1995
Website: www.johnsonsterling.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans86.3%
HNWI11.57%
Individuals1.17%
Charitable Organizations0.95%
Corporations / Businesses0.01%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Johnson Sterling, Inc. is a corporation registered with the SEC since 1995 that provides advisory services to both private clients and institutional accounts. The firm serves individuals and families as well as businesses and institutions, and its advisory offerings include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its compensation mix includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Filings indicate an affiliation with an insurance company and that the firm does not describe itself as an active ESG investor nor as a multi-state adviser.