Johnson Midwest Financial is an investment advisor in Glidden with $222.52 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
465012548
SEC advisor number
801-108853
FINRA CRD number
169855
AUM ?
$222.52 mm
(as of 18 Aug 22)
Accounts
1,602
(as of 18 Aug 22)
Employees
4
(1 investment advisory or research)
Office hours
Monday - Friday, 8:00AM-4:30PM M-TH 8:00AM-NOON FRIDAY
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Johnson, Jeremiah | Owner | 02/2022 | 10-25% |
Johnson, Brian, Dale | Managing Member/ Chief Compliance Officer | 04/2014 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Oct 21
13F-HR
Quarterly holdings report by institutional manager
16 Jul 21