Johnson Martin Advisors Inc (Las Vegas)

Johnson Martin Advisors Inc is a large advisory firm based in Las Vegas. It manages $491.15 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Nevada.

Johnson Martin Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Johnson Martin Advisors: assets under management

The assets under management (AUM) of Johnson Martin Advisors Inc is $491.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 149% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $491.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30.7 million each.

Investments

The firm invests in investment and business development companies the most. They account for 48% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 30% of the firm’s portfolio. Investments in non-exchange traded securities form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Johnson Martin Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Preston Lucius Charles Johnson serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Preston Lucius Charles Johnson is high net worth individuals with 14 clients and $491.13 million of assets under management. Among the 9 most similar advisory firms, Johnson Martin Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $491.15 million for 16 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Johnson Martin Advisors doesn't advise any private funds.

Careers at Johnson Martin Advisors Inc

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Preston Lucius Charles Johnson has been acting as President since 1 Jan 1993. Victoria Martin joined the executive team most recently as the Chief Compliance Officer, Corp. Secretary/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Victoria Martin	Chief compliance officer, corp. secretary/treasurer	1 Jan 1993	50% - 75%	2336471
Preston Lucius Charles Johnson	President	1 Jan 1993	50% - 75%	2336461
Preston Johnson	President	1 Jan 1993	50% - 75%	2336461
Preston Lucious Charles Johnson	President	1 Jan 1993	50% - 75%	2336461

Based in Las Vegas

The principal office where Johnson Martin Advisors Inc performs its advisory services is located at 27 Midnight Ridge Drive, Las Vegas, NV 89135, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (702) 255-4000 or by fax (702) 255-0003. The normal business hours are 9am - 5 pm on Monday - Friday.