PHILIP O. JOHNSON & COMPANY, LTD.
Legal name: JOHNSON FINANCIAL ADVISORS
CRD #104621 SEC #801-113449 TEMPE, AZ 602-242-4000
SEC Registered
Total AUM
$242.6M
Discretionary
$242.6M
Employees
6
Clients
101
Accounts
678
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $242.6M | $242.6M | $0 | 6 | 0 |
| Feb 2024 | $191.1M | $186.1M | $5M | 3 | 0 |
| Feb 2023 | $169.7M | $165.5M | $4.2M | 3 | 0 |
| Mar 2022 | $201.6M | $195M | $6.6M | 3 | 0 |
| Dec 2021 | $182.1M | $164.9M | $17.2M | 3 | 0 |
| Mar 2021 | $182.1M | $164.9M | $17.2M | 3 | 0 |
| Jun 2020 | $140.4M | $126.8M | $13.6M | 3 | 0 |
| Mar 2020 | $140.4M | $126.8M | $13.6M | 3 | 0 |
| Apr 2019 | $117.7M | $107.7M | $9.9M | 3 | 0 |
| Mar 2019 | $117.7M | $107.7M | $9.9M | 3 | 0 |
| May 2018 | $125.9M | $114.2M | $11.6M | 5 | 25 |
| May 2012 | $45.4M | $45.4M | $0 | 1 | 148 |
| Mar 2012 | $45.4M | $45.4M | $0 | 1 | 148 |
| Mar 2011 | $44.7M | $44.7M | $0 | 5 | -- |
| Dec 2010 | $48.7M | $48.7M | $0 | 5 | -- |
| Apr 2009 | $28.9M | $28.9M | $0 | 5 | -- |
| Mar 2009 | $28.9M | $28.9M | $0 | 5 | -- |
| Dec 2007 | $32.4M | $32.4M | $0 | 5 | -- |
| Mar 2007 | $32.4M | $32.4M | $0 | 5 | -- |
| Dec 2006 | $52.4M | $52.4M | $0 | 5 | -- |
| Mar 2006 | $52.4M | $52.4M | $0 | 5 | -- |
| Dec 2005 | $45.3M | $45.3M | $0 | 5 | -- |
| Jan 2005 | $39.9M | $39.9M | $0 | 5 | -- |
| Jun 2004 | $39.9M | $39.9M | $0 | 5 | -- |
| Mar 2002 | $61M | $61M | $0 | 5 | -- |
DateMar 2025
Total AUM$242.6M
Discretionary$242.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$191.1M
Discretionary$186.1M
Non-Disc.$5M
Employees3
Clients0
DateFeb 2023
Total AUM$169.7M
Discretionary$165.5M
Non-Disc.$4.2M
Employees3
Clients0
DateMar 2022
Total AUM$201.6M
Discretionary$195M
Non-Disc.$6.6M
Employees3
Clients0
DateDec 2021
Total AUM$182.1M
Discretionary$164.9M
Non-Disc.$17.2M
Employees3
Clients0
DateMar 2021
Total AUM$182.1M
Discretionary$164.9M
Non-Disc.$17.2M
Employees3
Clients0
DateJun 2020
Total AUM$140.4M
Discretionary$126.8M
Non-Disc.$13.6M
Employees3
Clients0
DateMar 2020
Total AUM$140.4M
Discretionary$126.8M
Non-Disc.$13.6M
Employees3
Clients0
DateApr 2019
Total AUM$117.7M
Discretionary$107.7M
Non-Disc.$9.9M
Employees3
Clients0
DateMar 2019
Total AUM$117.7M
Discretionary$107.7M
Non-Disc.$9.9M
Employees3
Clients0
DateMay 2018
Total AUM$125.9M
Discretionary$114.2M
Non-Disc.$11.6M
Employees5
Clients25
DateMay 2012
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees1
Clients148
DateMar 2012
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees1
Clients148
DateMar 2011
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$48.7M
Discretionary$48.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$28.9M
Discretionary$28.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$28.9M
Discretionary$28.9M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$32.4M
Discretionary$32.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$32.4M
Discretionary$32.4M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$52.4M
Discretionary$52.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$52.4M
Discretionary$52.4M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$45.3M
Discretionary$45.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$39.9M
Discretionary$39.9M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$39.9M
Discretionary$39.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$61M
Discretionary$61M
Non-Disc.$0
Employees5
Clients--