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William Adam Johnstone

DAVIDSON FIXED INCOME MANAGEMENT, INC.·DENVER, Colorado
SIE, Series 24Clean recordDAVIDSON FIXED INCOME MANAGEMENT, INC.
1550 MARKET STREET, DENVER, CO 80202CRD# 2783493Firm CRD# 127844

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Adam Johnstone · DENVER, CO
Registration
CRD #2783493 · DAVIDSON FIXED INCOME MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
DAVIDSON FIXED INCOME MANAGEMENT, INC.
CRD 127844 · SEC 801-62264
AUM
$687M
Regulatory assets under management
Employees
7
4 client accounts
Services offered by DAVIDSON FIXED INCOME MANAGEMENT, INC.
Per Form ADV
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at DAVIDSON FIXED INCOME MANAGEMENT, INC. →
Introduction

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Frequently Asked Questions

What services does William Adam Johnstone offer?
William Adam Johnstone specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DENVER, Colorado for a consultation.
What are William Adam Johnstone's credentials?
William Adam Johnstone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Adam Johnstone located?
William Adam Johnstone is based in DENVER, Colorado, working with DAVIDSON FIXED INCOME MANAGEMENT, INC.. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does William Adam Johnstone charge for services?
William Adam Johnstone's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVIDSON FIXED INCOME MANAGEMENT, INC.?
DAVIDSON FIXED INCOME MANAGEMENT, INC. has approximately 7 employees and manages $687M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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