E. Johnson Asset Mgmt. Ltd. is a large advisory firm based in Severna Park. It manages $105 million of regulatory assets for 420 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida, Maryland, Massachusetts, Texas, and Virginia.
E. Johnson Asset Mgmt provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. 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 E. Johnson Asset Mgmt. Ltd. is $105 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 289% 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 E. Johnson Asset Mgmt. Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where E. Johnson Asset Mgmt. Ltd. performs its advisory services is located at 523 Benfield Road, Severna Park, MD 21146, 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 410-384-9100 or by fax 410-384-9117. The normal business hours are 9:00am-5:00pm on Monday - Friday.