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Johnson Bixby & Associates, LLC

● SEC registered since 2020CRD 310839SEC# 801-119645Vancouver, WA
Export (members)
Reg. AUM
$789.5M
Employees
15
Accounts
2,142
Location
Vancouver, WA

Johnson Bixby & Associates, LLC assets under management

Johnson Bixby & Associates, LLC is a registered investment adviser overseen by the SEC based in Vancouver, WA. The firm has been registered since 2020. It reports $789.5 million in regulatory assets under management and employs 15 people.
www.johnsonbixby.comView on SEC.gov ↗

Johnson Bixby & Associates, LLC owners & executives

4 reported
NameTitleOwnershipSince
Cyndi Thompson ControlChief Financial OfficerUnder 5%2020
Heidi Marie Johnson Bixby ControlPresident & Chief Compliance OfficerOver 75%2020
Melissa Ann Lamarche ControlChief Of StaffUnder 5%2024
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Frequently asked questions

How much does Johnson Bixby & Associates, LLC manage?

Johnson Bixby & Associates, LLC reports $789.5 million in regulatory assets under management on its Form ADV.

How many employees does Johnson Bixby & Associates, LLC have?

Johnson Bixby & Associates, LLC reports 15 employees.

Where is Johnson Bixby & Associates, LLC located?

Johnson Bixby & Associates, LLC is based in Vancouver, WA and has been SEC-registered since 2020.

Does Johnson Bixby & Associates, LLC disclose fund performance?

Johnson Bixby & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address275 West Third Street, Suite 600, Vancouver, WA 98660
Phone(360) 695-1795
Fax(360) 695-1798
Office hours8 a.m. - 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1844238
Discloses disciplinary historyNo

Assets under management

Discretionary$789.5M
Non-discretionary$0
Total (RAUM)$789.5M