Johnson Financial Group

EST. AUM
$10,348,426,272

CONTACTS
25

CLIENT ACCOUNTS
6,701

Firm Details

Metro area Milwaukee
CRD Number 125557
Website johnsonfinancialgroup.com
Client types

Overview

Johnson Financial Group is a RIA based in Racine, WI with business lines covering insurance, banking, and wealth management. All seven members of their research team are based in Milwaukee and most are responsible for more than asset class. Asset class leads have ample independence in their ability to either monitor their existing investments or to conduct a search. Their typical search process begins with a rudimentary screen to narrow the universe and then it will turn to holding introductory calls with both those they may have familiarity with or with new strategies. The win leads to a place on the buy list that is used by over 25 advisors and portfolio managers to construct client portfolios. Further, Johnson Financial is a model-driven firm with three teams, one dedicated to equity, one to fixed income, and one to alternatives. These teams are responsible for selecting the highest conviction managers from the buy list to be put in the models. These strategies will see a significant flow of assets whereas those on the buy list but not in the models will see slower asset growth. Johnson Financial is open to boutiques and although they predominantly use mutual funds, SMA capabilities are important. On the Alternatives side, they are partnered with iCapital and Jon Henshue is the contact responsible for coverage. * JFG has acquired The Appleton Group in Sept 2023, which brings their AUM to $9.5 Billion in AUM.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Johnson Financial Group

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