Johnson Philip O & Co. Ltd. (Phoenix)

Johnson Philip O & Co. Ltd. is a large advisory firm based in Phoenix. It manages $61.04 million of regulatory assets for 101 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Arizona.

Johnson Philip O & provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Johnson Philip O &: assets under management

The assets under management (AUM) of Johnson Philip O & Co. Ltd. is $61.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $61.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $604.31 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Johnson Philip O & Co. Ltd. for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Johnson Philip O & Co. Ltd.

Philip Otho Johnson has been acting as President since 1 Oct 1981. Lynn Taylor Johnson joined the executive team most recently as the Vice President/Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Philip Otho Johnson	President/treasurer	1 Oct 1981	75% - 100%	846457
Lynn Taylor Johnson	Vice-president/secretary	1 Oct 1981	Other	4339723

Based in Phoenix

The principal office where Johnson Philip O & Co. Ltd. performs its advisory services is located at 1990 W. Camelback Rd., Phoenix, AZ 85015, which is also the mailing address of the firm. An additional office of the firm is in Scottsdale, AZ. It doesn’t run an office outside of the United States.