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Johnson Investment Counsel, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 16, 2019
    • $10.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 11K
      Accounts
    • $969.1K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

49

name start date
Dean Andrew Moulas
June 2002
George Wong
June 2014
Michael Christian Leisring
March 2019
Timothy Charles Gehner
January 2002
Michael Stanis
October 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Johnson Trust Company -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Timothy Edward Johnson Chairmain Of The Board October, 2001 10% to 25%
      Bret Huntington Parrish Owner/Director February, 2012 5% to 10%
      Jason O'Brien Jackman President, Chief Investment Officer, Owner/Director March, 2012 5% to 10%
      Dale Howard Coates Owner/Director October, 2001 5% to 10%
      Scott Joseph Bischoff Chief Compliance Officer/Owner April, 2005 less than 5%
      Timothy Charles Gehner Owner/Director March, 2016 less than 5%
      Holli Jo Alexander Executive Officer November, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees