Hugh Johnson Advisors LLC is a large advisory firm based in Albany. It manages $1.42 billion of regulatory assets for 527 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Connecticut, Florida, and 9 other states.
Hugh Johnson Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hugh Johnson Advisors LLC is $1.42 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 64% 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 Hugh Johnson Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Hugh Johnson Advisors is corporations or other businesses with 13 clients and $764.72 million of assets under management. Among the 8 most similar advisory firms, Hugh Johnson Advisors has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $1.37 billion for 526 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.
Hugh Johnson Advisors doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 90 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people 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.
The principal office where Hugh Johnson Advisors LLC performs its advisory services is located at 80 State Street, Albany, NY 12207, 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 518-641-6860 or by fax 518-641-6856. The normal business hours are 8:30 am -- 5:00 pm on Monday - Friday. You can find more information about the New York firm at hjadvisors.com.