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Willis Johnson & Associates, Inc.

● SEC registered since 2006CRD 119759SEC# 801-66191Houston, TX
Export (members)
Reg. AUM
$1.42B
Employees
36
Accounts
2,377
Location
Houston, TX

Willis Johnson & Associates, Inc. assets under management

Willis Johnson & Associates, Inc. is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2006. It reports $1.4 billion in regulatory assets under management and employs 36 people.

Willis Johnson & Associates, Inc. owners & executives

9 reported
NameTitleOwnershipSince
Alexis Cathryn LongDirector Of Wealth Management5-10%2020
Nicholas a. Johnson Qualified Subchapter S Trust ControlOwner25-50%2020
Nicholas Johnson ControlPresident And Chief Compliance OfficerUnder 5%2014
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Frequently asked questions

How much does Willis Johnson & Associates, Inc. manage?

Willis Johnson & Associates, Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Willis Johnson & Associates, Inc. have?

Willis Johnson & Associates, Inc. reports 36 employees.

Where is Willis Johnson & Associates, Inc. located?

Willis Johnson & Associates, Inc. is based in Houston, TX and has been SEC-registered since 2006.

Does Willis Johnson & Associates, Inc. disclose fund performance?

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

Contact & registration

Address5847 San Felipe, Suite 1500, Houston, TX 77057
Phone713-439-1200
Fax713-599-0999
Office hours8:00 To 5:00
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.32B
Non-discretionary$97.6M
Total (RAUM)$1.42B