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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2005
- Office Locations
- 1
Office Locations
About Johnson Investment Partners, LLC
Johnson Investment Counsel (founded 1965) provides integrated wealth management for individuals and families, plus guidance for business owners and corporate retirement plans. Advisors partner with in-house research analysts to build customized, risk-managed portfolios, including fixed income "Quality-Yield" strategies focused on high-quality, predictable cash flow. Estate/trust counsel is supported via Johnson Trust Company; the firm also serves institutions/endowments and was recognized by Forbes and Barron's in 2025.
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Owner & Executives
CURTIS ALLEN JOHNSON
Director, Managing Member
- CRD
- --
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,915,896 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,915,896 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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