Johansen Group, Inc. is a large advisory firm based in West Hartford. It manages $61.83 million of regulatory assets for 96 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Illinois, New York, and Texas.
Johansen Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Johansen Group, Inc. is $61.83 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Johansen Group, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Johansen Group, Inc. performs its advisory services is located at 28 North Main Street, West Hartford, CT 06107 1992, 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 860-521-8744 or by fax 860-521-8743. The normal business hours are 8:30am. - 4:30pm. on Monday - Friday.