Johnson Philip O & Co. Ltd. is a large advisory firm based in Phoenix. It manages $61.04 million of regulatory assets for 101 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Arizona.
Johnson Philip O & provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Johnson Philip O & Co. Ltd. is $61.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Johnson Philip O & Co. Ltd. for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Philip Otho Johnson has been acting as President since 1 Oct 1981. Lynn Taylor Johnson joined the executive team most recently as the Vice President/Secretary.
The principal office where Johnson Philip O & Co. Ltd. performs its advisory services is located at 1990 W. Camelback Rd., Phoenix, AZ 85015, which is also the mailing address of the firm. An additional office of the firm is in Scottsdale, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 602-242-4000 or by fax 602-249-1700. The normal business hours are 8:30 a.m.- 5:00 p.m. on Monday - Friday.