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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-06-2022
- Office Locations
- 1
Office Locations
About Esqwealth
ESQWEALTH is a registered investment adviser led by Frank J. Johnson, providing financial planning and portfolio management with an emphasis on tax planning, risk management, and retirement and legacy strategies for individuals and business owners. The firm’s SMA positioning includes equity exposure alongside U.S. government/agency bonds and cash, and it custodies with Charles Schwab & Co.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
Frank J Johnson
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner, President
- CRD
- #7538994
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,116,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,116,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,116,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,113,823,509 | 18.5% |
| Cash | $2,047,026,989 | 34.0% |
| U.S. Government/Agency | $2,859,817,117 | 47.5% |
| Total | $6,020,667,615 | 100.0% |