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Building 2BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT

Map pinPASADENA, CA
Phone(626) 405-2920
NotebookSEC #801-134382
Total AUM
$113.1M
Employees
2
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 S. LAKE AVENUE
SUITE 502
PASADENA
CA 91101
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(626) 405-2920

ReceiptFinancials

Total AUM
$113.1M
Accounts
216
Discretionary
$107.8M
Accounts
202
Non-Discretionary
$5.3M
Accounts
14

ContactClients

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Individual Clients
59
AUM
$18.2M
HNW Individual Clients
30
AUM
$91.3M
Pension/Profit Sharing Plan Clients
1
AUM
$3.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTX

HandshakeAffiliates

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

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