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Building 2JOHNSON LYMAN WEALTH ADVISORS

Map pinLOS ALTOS, CA
Phone650-494-2733
NotebookSEC #801-70139
Total AUM
$202.1M
Employees
2
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4966 EL CAMINO REAL
SUITE 109
LOS ALTOS
CA 94022
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
650-494-2733

ReceiptFinancials

Total AUM
$202.1M
Accounts
57
Discretionary
$190.1M
Accounts
56
Non-Discretionary
$12M
Accounts
1

ContactClients

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Individual Clients
9
AUM
$5.6M
HNW Individual Clients
46
AUM
$179.6M
Pension/Profit Sharing Plan Clients
1
AUM
$12M
Charitable Organization Clients
1
AUM
$4.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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