Willis Johnson & Associates is an investment advisor in Houston with $914.87 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
760510103
SEC advisor number
801-66191
FINRA CRD number
119759
AUM ?
$1.17 bn
(as of 9 Aug 24)
Accounts
2,103
(as of 9 Aug 24)
Employees
33
(19 investment advisory or research)
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Aug 24
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22