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JOHNSON LYMAN, INC.
JOHNSON LYMAN, INC.
JOHNSON LYMAN WEALTH ADVISORS
LOS ALTOS, California
·
3 registered advisors
·
CRD# 150150
SEC# 801-70139
0
650-494-2733
01
Firm Overview
AUM
$153M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at JOHNSON LYMAN, INC.
3 registered advisors
Catherine C Lyman
LOS ALTOS, California
CRD# 6369880
Robert A Lyman
LOS ALTOS, California
CRD# 4697601
Stephen Donald Johnson
LOS ALTOS, California
CRD# 2417740
05
Office Locations
LOS ALTOS, California
3 advisors
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Data sourced from SEC Form ADV filings. JOHNSON LYMAN, INC. (CRD# 150150) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.