Key facts
- Johnson Financial Group is a other based in Denver, Colorado with 1 tracked portfolio company.
- Notable positions include Invectys.
About Johnson Financial Group
Johnson Financial Group is a multi-family office based in Denver, Colorado. Established in 2002, the firm provides a comprehensive suite of wealth management services, blending technology and human capital to provide an integrated solution. The company offers administrative and financial organization services, philanthropy, legacy, business and succession planning, tax planning, investment planning, and estate planning services. The assets of the firm are managed by the executive management team. The firm is a Registered Investment Adviser (RIA).
Registered with the SEC
Form ADV · 2026-03 · CRD 125101- Regulatory AUM
- —
- Private fund assets
- $5.4M
- Private funds
- 1 · 1 private equity
- Staff
- 62
- Registered office
- DENVER, CO
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as JOHNSON FINANCIAL GROUP LLC).
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Portfolio, priced
1 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Invectys | — | — | — |
Frequently asked
- What companies does Johnson Financial Group invest in?
- Johnson Financial Group has 1 recorded portfolio companies, including Invectys.
- What is Johnson Financial Group's AUM?
- Johnson Financial Group manages approximately $3K in assets.