Investment adviser · CRD 140580
JOHNS & WILKINSON LLC
Investment adviser filing (IA)
AUSTIN, TX, United States · Form ADV filed Dec 5, 2011
- Regulatory AUM
- $25.4M Form ADV · Item 5.F
- Client accounts
- 168 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 5, 2011. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3012 FONTANA DRIVEAUSTIN, TX, 78704-6330, United States
CRD 140580
Filing source
Form ADV 594207 · Dec 5, 2011 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.