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Building 2JOHNSTONE FINANCIAL ADVISORS

Map pin
Phone503-699-2929
NotebookSEC #801-108892
Total AUM
$162.6M
Employees
4
Clients
307

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
6:30 AM - 4:30 PM
Monday - Friday
Phone
503-699-2929
Other Offices
4

ReceiptFinancials

Total AUM
$162.6M
Accounts
729
Discretionary
$143.5M
Accounts
580
Non-Discretionary
$19.1M
Accounts
149

ContactClients

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Individual Clients
284
AUM
$102.9M
HNW Individual Clients
23
AUM
$59.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLILLANEORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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