F
CRD: 316194
Fleischer & Johnson Wealth Management, Inc.
Bismarck, ND, 58504
7013559160
$102.2M Total AUM
$102.2M Disc. AUM
-- 3Y CAGR
1 Employees
232 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · LPL Financial · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-17-2021
- Office Locations
- 1
Office Locations
919 S. 7TH Street Suite 307 Bismarck ND
About Fleischer & Johnson Wealth Management, Inc.
Fleischer & Johnson Wealth Management, Inc. is a Bismarck-based RIA. The firm has been operating for 4 years. Managing $102.2M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and LPL Financial. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$102.2M AVG AUM / ADVISOR
$440.6K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Zenith Pioneer bridge
Investment Themes
Optima oak Alpha Crest peak Harbor
Investment Vehicles
Frontier frontier Beacon wave
Services
Timber Momentum Value vertex Prime Meridian eagle Element peak Radial insight
Owner & Executives
E
Erik Johnson
Chief Compliance Officer, Independent Financial Services Professional, Managing Member
- CRD
- #3082426
- Ownership
- 75% or more
(346) 816-3293
frontier.legacy@alphacapital.com
in linkedin.com/in/bridge-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,223,433 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,223,433 | -- |
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Separately Managed Accounts
Total SMA Asset: $102,223,433
Public Funds:
11.6% Cash:
41.0% Equity - Exchange:
29.8% Municipal Bonds:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $88,113,249 | 11.6% |
| Cash | $311,434,760 | 41.0% |
| Equity - Exchange | $226,359,899 | 29.8% |
| Municipal Bonds | $133,689,067 | 17.6% |
| Total | $759,596,975 | 100.0% |