Johnston Investment Advisory Services, LLC

RIASEC Registered
Total AUM
$12.3M
Discretionary
$0
0% of AUM
Avg account
$3.1M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
143408
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Johnston Investment Advisory Services, LLC is a small, individually owned advisory firm organized as an LLC that provides financial planning and portfolio management services for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees and appears to operate primarily on a non-discretionary basis. It does not position itself as an active ESG investor and is not registered as a multi-state adviser. The firm's classification in the available data is unclassified.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 25%75%
  • Exchange Traded Equities75%
  • US Government Bonds25%

Contacts

1 of 1
  • Thomas Johnston

    Thomas Johnston

    Investment AdvisorCRD 2990742

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth