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Peter William Johnson

PETER WILLIAM JOHNSON, JR.·SUNNYVALE, California
Unclaimed Profile
1153 BORDEAUX DRIVE, SUNNYVALE, CA 94089CRD# 1435611Firm CRD# 133538
01

About

Peter William Johnson is a registered financial advisor based in SUNNYVALE, California, affiliated with PETER WILLIAM JOHNSON, JR.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PETER WILLIAM JOHNSON, JR.
PWJOHNSON WEALTH MANAGEMENT
AUM
$46M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PETER WILLIAM JOHNSON, JR. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1435611
Firm CRD# 133538
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter William Johnson offer?
Peter William Johnson specializes in Financial Planning, Investment Management. Contact their office in SUNNYVALE, California for a consultation.
What are Peter William Johnson's credentials?
Peter William Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter William Johnson located?
Peter William Johnson is based in SUNNYVALE, California, working with PETER WILLIAM JOHNSON, JR.. Their office serves clients in the SUNNYVALE metropolitan area and surrounding communities.
How does Peter William Johnson charge for services?
Peter William Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PETER WILLIAM JOHNSON, JR.?
PETER WILLIAM JOHNSON, JR. has approximately 1 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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