JOHNSTONE FINANCIAL ADVISORS
Total AUM
$162.6M
Employees
4Clients
307Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
6:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
503-699-2929
Other Offices
4
Financials
Total AUM
$162.6M
Accounts
729Discretionary
$143.5M
Accounts
580Non-Discretionary
$19.1M
Accounts
149
Clients
Individual Clients
284AUM
$102.9M
HNW Individual Clients
23AUM
$59.7M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALCAFLILLANEORTXWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.