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WILLIS JOHNSON & ASSOCIATES, INC.

UUIDcc98c1ba-ffdf-52ca-acac-645672364786
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 119759 119759 1.0
sec_file_number 801-66191 801-66191

Profile

Websitehttps://www.linkedin.com/company/willis-johnson-&-associates/
HQ CityHOUSTON
HQ StateTX
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)1,419,970,309.0
  • RAUM (discretionary)1,322,350,767.0
  • Actionable assets501,447,120.0
  • Accounts2,377.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM1,816,620.0
  • HNW AUM494,609,317.0

As of 2025-03-27 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.