Johnson Bixby & Associates, LLC
● SEC registered since 2020CRD 310839SEC# 801-119645Vancouver, WA
Reg. AUM
$933.7M
Employees
15
Accounts
2,205
Location
Vancouver, WA
About Johnson Bixby & Associates
Johnson Bixby is a financial planning firm offering tax strategies, retirement planning, estate and legacy planning, and portfolio management. It helps clients through life stages from college funding to retirement with Certified Financial Planner professionals.
Summary based on the firm’s website.
Johnson Bixby & Associates, LLC assets under management
Johnson Bixby & Associates, LLC is a registered investment adviser overseen by the SEC based in Vancouver, WA. The firm has been registered since 2020. It reports $933.7 million in regulatory assets under management and employs 15 people.
Johnson Bixby & Associates, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cyndi Thompson Control | Chief Financial Officer | Under 5% | 2020 |
| Heidi Marie Johnson Bixby Control | President & Chief Compliance Officer | Over 75% | 2020 |
| Melissa Ann Lamarche Control | Chief Operations Officer | Under 5% | 2024 |
Frequently asked questions
How much does Johnson Bixby & Associates, LLC manage?
Johnson Bixby & Associates, LLC reports $933.7 million in regulatory assets under management on its Form ADV.
How many employees does Johnson Bixby & Associates, LLC have?
Johnson Bixby & Associates, LLC reports 15 employees.
Where is Johnson Bixby & Associates, LLC located?
Johnson Bixby & Associates, LLC is based in Vancouver, WA and has been SEC-registered since 2020.
Does Johnson Bixby & Associates, LLC disclose fund performance?
Johnson Bixby & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 275 West Third Street, Suite 600, Vancouver, WA 98660 |
| Phone | (360) 695-1795 |
| Fax | (360) 695-1798 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1844238 |
| Discloses disciplinary history | No |
Regulatory AUM
$933.7M▲ 18%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,389 advisers
EmployeesTop 30%
More than 70% of 16,799 advisers
Assets under management
$933.7Mregulatory AUM
Discretionary $933.7M