T
$22.8M Total AUM
$22.8M Disc. AUM
-- 3Y CAGR
2 Employees
34 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-08-2021
- Office Locations
- 2
Office Locations
5662 French AVE Sykesville MD
-- Sykesville MD
About THE J.o. Johnson Group Inc.
THE J.o. Johnson Group Inc. is a Sykesville-based RIA with 2 offices. The firm has been operating for 5 years. Managing $22.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$11.4M AVG AUM / ADVISOR
$671.5K AVG AUM / CLIENT
4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOSEPH ANTHONY JOHNSON
Advisor, Chief Compliance Officer, President
- CRD
- #2889344
- Ownership
- 75% or more
Available
Available
Available
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D
De Yuan Huang
Financial Advisor
- CRD
- #6615036
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,829,316 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,829,316 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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