Johnson, Bender & Company (Houston)

Name: Johnson, Bender & Company
Address: 5847 San Felipe, Houston, TX, 77057
Telephone: 713-439-1200

Johnson, Bender & Company is a large advisory firm based in Houston. It manages $261.44 million of regulatory assets for 337 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.

Johnson, Bender & Company provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Johnson, Bender & Company: assets under management

The assets under management (AUM) of Johnson, Bender & Company is $261.44 million. The firm's AUM has grown by 58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $251.96 million in discretionary accounts and $9.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $826.09 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $296.48 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Johnson, Bender & Company for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Johnson, Bender & Company

Willis Anthony Johnson has been acting as President since 1 Jul 1996. Nicholas Johnson joined the executive team most recently as the Vice President And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel James Bender	Senior vice president, chief compliance officer	1 Jul 1996	25% - 50%	1420428
Willis Anthony Johnson	President	1 Jul 1996	25% - 50%	1146229
Kevin Francis Mcnulty	Vice president	1 Mar 2000	Other	4170254
Kevin Francis Mcnulty	Vice president and chief compliance officer	1 Feb 2008	Other	4170254
Nicholas Johnson	Vice president and chief compliance officer	1 Feb 2014	Other	5377332

Based in Houston

The principal office where Johnson, Bender & Company performs its advisory services is located at 5847 San Felipe, Houston, TX 77057, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-439-1200 or by fax 713-599-0999. The normal business hours are 8:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at johnsonbender.com.