CRD: 143408
Johnston Investment Advisory Services, LLC
Littleton, CO
3036675423
$12.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-16-2007
- Office Locations
- 1
Office Locations
-- Littleton CO
About Johnston Investment Advisory Services, LLC
Johnston Investment Advisory Services, LLC is a Littleton-based RIA. The firm has been operating for 18 years. Managing $12.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$12.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
18.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Matrix pioneer Vector horizon
Investment Themes
Wave
Investment Vehicles
Summit legacy
Services
Matrix Prime momentum
Owner & Executives
T
THOMAS LESLIE JOHNSTON III
President
- CRD
- #2990742
- Ownership
- 75% or more
(504) 425-8260
zenith.pioneer@zenithcapital.com
in linkedin.com/in/legacy-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,257,253 | -- |
| Total | $12,257,253 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,257,253
Equity - Exchange:
48.1% U.S. Government/Agency:
51.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,520,878,426 | 48.1% |
| U.S. Government/Agency | $3,799,035,141 | 51.9% |
| Total | $7,319,913,567 | 100.0% |