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Johnson & Shute Investment Advisors, Inc. CRD 116667
$137M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11808 Northup Way Suite 300, Bellevue, WA 98005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2012-12-05 |
Branch Locations
11808 Northup Way Suite 300, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson $ Shute, P.S. | Bellevue | WA | 02/1987 | Present |
| Johnson & Shute Investment Advisors, Inc. | Bellevue | WA | 03/1997 | Present |
EMPLOYEE OF JOHNSON & SHUTE, P.S., A NON-INVESTMENT RELATED CPA FIRM LOCATED AT 11130 NE 33RD PLACE, BELLEVUE, WA, 98004. EMPOYED AS A MANAGER AND BEGAN WORKING AT THE FIRM IN FEBRUARY 1987. DUTIES INCLUDE PREPARING FINANCIAL STATEMENTS AND TAX RETURNS IN ADDITION TO BUSINESS CONSULTING. DEVOTE APROXIMATELY 50 HOURS PER MONTH TO DUTIES WITH ABOUT ONE HOUR PER DAY DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-17 |
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