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JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
CRD 116667 · SEC 801-123376
19125 NORTH CREEK PARKWAY, SUITE 120, BOTHELL, WA, 98011, United States
Phone
425-615-6808
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$137.3M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $11.9M |
| High net worth individuals | 46 | $122.7M |
| Pension/profit sharing plans | 1 | $2.7M |
States served
WA
Official SEC filing: View on IAPD