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Los Altos
JOHNSON LYMAN WEALTH ADVISORS

JOHNSON LYMAN WEALTH ADVISORS

Tel: 650-494-2733 4966 El Camino Real Suite 109 Los Altos, California 94022

About JOHNSON LYMAN WEALTH ADVISORS

JOHNSON LYMAN WEALTH ADVISORS is a Los Altos, California based financial advisory firm with nearly $168,143,732 in assets under management and provides investment advisory services for 55 clients. There are currently 2 financial advisors at the firm.

General Information
Firm CRD#:

150150

Firm SEC#:

801-70139

Assets Under Management:

$168,143,732

No. of Clients:

55

No. of Advisors:

2

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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