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Building 2JOHNSON DUNN CAPITAL ADVISORS, INC.

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Phone727-808-9936
NotebookSEC #801-125028
Total AUM
$156.1M
Employees
1
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
727-808-9936

ReceiptFinancials

Total AUM
$156.1M
Accounts
184
Discretionary
$129.3M
Accounts
132
Non-Discretionary
$26.8M
Accounts
52

ContactClients

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Individual Clients
39
AUM
$12.2M
HNW Individual Clients
33
AUM
$114.4M
Charitable Organization Clients
1
AUM
$20.1M
Investment Advisor Clients
1
AUM
$9.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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