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JOHNSTONE FINANCIAL ADVISORS, INC.
JOHNSTONE FINANCIAL ADVISORS, INC.
JOHNSTONE FINANCIAL ADVISORS
5 registered advisors
·
CRD# 286119
SEC# 801-108892
4
503-699-2929
01
Firm Overview
AUM
$163M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at JOHNSTONE FINANCIAL ADVISORS, INC.
5 registered advisors
Amy Remmert Johnstone
LAKE OSWEGO, Oregon
CRD# 5054997
Grant Carey Johnstone
LAKE OSWEGO, Oregon
CRD# 2876349
Jamie Lynn Sullivan
LAKE OSWEGO, Oregon
CRD# 6598856
Katie Ann Laplante
LAKE OSWEGO, Oregon
CRD# 5550658
Mark Alan Renard
LAKE OSWEGO, Oregon
CRD# 4238541
05
Office Locations
LAKE OSWEGO, Oregon
5 advisors
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Data sourced from SEC Form ADV filings. JOHNSTONE FINANCIAL ADVISORS, INC. (CRD# 286119) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.