JOHNSON, MARSHALL, LEE

JOHNSON, MARSHALL, LEE is an SEC-registered investment adviser (CRD 163134). Regulatory assets under management: $6K.

Registration

• CRD: 163134
• Type: Registered investment adviser
• Phone: 715-635-6449
• Latest filing: 2026-03-29
• Regulatory AUM: $6K
• Discretionary AUM: $6K
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 163134 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search