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Johnson Bixby & Associates

Johnson Bixby & Associates is an investment advisor in Vancouver with $574.95M assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
911938373
SEC advisor number
801-119645
FINRA CRD number
310839
AUM ?
$574.95M (as of 12 Aug 22)
Accounts
1,614 (as of 12 Aug 22)
Employees
10 (5 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 98 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$55.06M 657.15K 594.74K +10.5
$44.42M 896.48K 955.33K -6.2
$28.62M 678.45K 700.58K -3.2
$24.55M 79.74K 76.8K +3.8
$20.69M 142.7K 120.3K +18.6
Capital Group Core Plus Inco
$20.44M 878.59K NEW
$19.55M 876.08K NEW
$17.63M 737.44K 674.34K +9.4
$16.29M 575.52K 540.45K +6.5
Vanguard Tax-managed Intl FD
$15.62M 382.82K NEW
$11.16M 47.37K 45.08K +5.1
$10.87M 268.03K 329.98K -18.8
$10.16M 75.69K 79.15K -4.4
$9.48M 124.36K NEW
$6.55M 144.74K 128.32K +12.8
Vanguard Intl Equity Index F
$6.39M 153.37K 176.55K -13.1
$6.01M 43.96K 44.06K -0.2
$5.69M 32.33K 31.86K +1.5
$5.24M 104.48K 172.8K -39.5
$5.23M 166.02K 156.82K +5.9
$5.16M 199.08K NEW
$4.6M 254.74K 369.3K -31.0
$3.6M 34.36K 20.24K +69.8
$3.56M 140.29K 148.86K -5.8
Vanguard Specialized Funds
$3.52M 24.53K 25.26K -2.9
$2.94M 42.89K 45.19K -5.1
$2.68M 25.19K 13.73K +83.5
$2.41M 76.67K 59.46K +28.9
$2.2M 8.07K 7.69K +4.9
$1.94M 51.81K 49.51K +4.7
$1.79M 35.21K 6.83K +415.5
$1.73M 6.73K 6.37K +5.6
$1.64M 14.68K 15.16K -3.1
$1.6M 32.04K 34.03K -5.9
$1.52M 9.03K 9.13K -1.1
$1.23M 6.9K 7.31K -5.6
$1.2M 23.66K NEW
$1.11M 4.89K 5.07K -3.7
$1.05M 5.55K 1.55K +256.9
$936K 9.2K 9.85K -6.6
$919K 38.13K 27.69K +37.7
$873K 13.14K 10.08K +30.4
$871K 7.91K 8.7K -9.1
$837K 9.06K 10.19K -11.1
$747K 33.68K NEW
$683K 15.52K 8.71K +78.3
$646K 10.16K 3.03K +234.9
$631K 12.03K 12.03K 0
$612K 1.61K 1.61K 0
$609K 5.96K 5.96K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

28 Sep 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings