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Building 2JOHNSON STERLING, INC.

Map pinBIRMINGHAM, AL
Phone205-871-9940
NotebookSEC #801-49811
Total AUM
$3.9B
Employees
10
Clients
365

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
820 SHADES CREEK PARKWAY
SUITE 3200
BIRMINGHAM
AL 35209
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
205-871-9940
Other Offices
1

ReceiptFinancials

Total AUM
$3.9B
Accounts
365
Discretionary
$529.6M
Accounts
337
Non-Discretionary
$3.4B
Accounts
28

ContactClients

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Individual Clients
161
AUM
$45.6M
HNW Individual Clients
171
AUM
$451.4M
Pension/Profit Sharing Plan Clients
26
AUM
$3.4B
Charitable Organization Clients
5
AUM
$36.9M
Corporation or Business Clients
2
AUM
$441K

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALATNTX

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

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