Johnston Investment Advisory Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 143408
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds25%
Contacts
1 of 1
Thomas Johnston
Investment AdvisorCRD 2990742
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
HN Buss Investing
RIAUlivi Wealth Management
RIAOrange, CA
Poder Wealth Advisors
RIABethesda, MD
Thomas Investment Advisors LLC
RIAOrange, CA