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JFG FAMILY OFFICE
JOHNSON FINANCIAL GROUP LLC
CRD 125101 · SEC 801-79223
1144 FIFTEENTH STREET, SUITE 3950, DENVER, CO, 80202, United States
Phone
720-475-1195
Fax
1-844-917-2776
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.53B
Discretionary AUM
$2.46B
Team
62 total employees; 35 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersFAMILY OFFICE SERVICES, HUMAN CAPITAL SERVICES, PHILANTHROPHIC CAPITAL SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $5.1M |
| High net worth individuals | 154 | $4.50B |
| Pooled investment vehicles | 1 | $5.4M |
| Charitable organizations | 1 | $20.8M |
States served
CA, CO, DC, KS, LA, MD, NE, VA, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD