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Building 2WILLIS JOHNSON & ASSOCIATES, INC.

Map pinHOUSTON, TX
Phone713-439-1200
NotebookSEC #801-66191
Total AUM
$1.9B
Employees
41
Clients
580

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5847 SAN FELIPE
SUITE 1500
HOUSTON
TX 77057
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
713-439-1200

ReceiptFinancials

Total AUM
$1.9B
Accounts
2,742
Discretionary
$1.8B
Accounts
2,551
Non-Discretionary
$88.2M
Accounts
191

ContactClients

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Individual Clients
486
AUM
$1.1B
HNW Individual Clients
92
AUM
$723.5M
Charitable Organization Clients
1
AUM
$1.9M
Corporation or Business Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCAFLILLAMANENVNYTX

HandshakeAffiliates

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

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