Johnson & Sterling Inc.

EST. AUM
$3,901,463,778

CONTACTS
6

CLIENT ACCOUNTS
365

Firm Details

Metro area Birmingham
CRD Number 106379
Website johnsonsterling.com
Client types

Overview

Johnson+Sterling is an independent, fee-based financial advisory firm established in 1976, serving clients across the United States. Registered with the Securities and Exchange Commission as an Investment Advisory and Pension Consultancy, the firm caters to a diverse clientele, including individuals, medical schools, colleges and universities, physicians' practices, law firms, corporations, foundations, endowments, trusts, and estates. Johnson+Sterling adheres to the "Global Fiduciary Standard of Excellence" for Investment Advisors, emphasizing a disciplined fiduciary and investment compliance process. As a privately-owned firm, it maintains a steadfast commitment to independence, ensuring that its financial fiduciary services prioritize clients' interests without any obligation to specific investment products. The firm offers a comprehensive range of specialized, research-driven investment advisory and financial consulting services, and is recognized by leading financial research institutions as an independent advisor and fiduciary.

Platform Details

Investment Preferences

Alternative Activity