J
$6.2K Total AUM
$6.2K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-07-2013
- Office Locations
- 1
Office Locations
-- Sarona WI
About Johnson, Marshall, LEE
Johnson, Marshall, LEE is a Sarona-based RIA. The firm has been operating for 13 years. Managing $6.2K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Wells Fargo.
Team overview
-- AVG AGE
$6.2K AVG AUM / ADVISOR
$3.1K AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARSHALL LEE JOHNSON
Owner
- CRD
- #2850701
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,202 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,202 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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