JOHNSON FINANCIAL ADVISORS
  • JOHNSON FINANCIAL ADVISORS
  • PHILIP O. JOHNSON & COMPANY, LTD.
  • JOHNSON PHILIP O & CO. LTD.

Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 06/15/2018
Other registrations (3)
ADV Location TEMPE, AZ, United States
Contact Info 602 xxxxxxx
Websites
AUM* 300,962,981 57%
of that, discretionary 300,962,981 62%
Number of Employees 5 67%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 398,099 42%
% High Net Worth 25.93% 33%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

301M 258M 215M 172M 129M 86M 43M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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