Answan
Johnson

The Colony Group, LLC

CRD#6052280
Investment Advisor
in Bethesda, MD

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About this Advisor

Answan Johnson is a financial advisor based in Bethesda, Maryland, with 5 years of relevant experience. Johnson is currently employed by The Colony Group, LLC. Throughout their career, Johnson has worked at Bridgewater Wealth And Financial Management, Fortigent LLC, Valet Waste, Inc and The Colony Group, LLC. Johnson maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Maryland. The Colony Group, LLC is an advisory business that has its headquarters in Boston, MA. It has offices in 20 locations and a total of 360 advisors. It controls $19 billion in assets between its 20,099 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 49 charities and foundations. Of its 20,099 accounts, 72% are held by high-net-worth investors who have greater than $1 million in assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management largely depend on the services. Fees charged by The Colony Group, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7475 Wisconsin Avenue Suite 1100
Bethesda, MD 20814

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The Colony Group, LLC Brokerage Details

Total Assets Under Management

$18,829,209,229

MD Average: $16,012,751,954
Total Number of Employees

360

MD Average: 118
Total Number of Accounts

20,099

MD Average: 4,567
Average Account Size

$936,823

MD Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Answan Johnson Work History

Answan has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

The Colony Group, LLC

2016 - 2017 (1 year)

Bridgewater Wealth And Financial Management

2015 - 2016 (1 year)

Valet Waste, Inc

2006 - 2015 (9 years)

Fortigent LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Answan Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Colony Group, LLC

Christopher Holton
Boston, MA
Shellie Peters
Bethesda, MD
Jeffrey Rubin
Bethesda, MD
Jebalakshi Arnold
Concord, NH
Jeremy Kuhlen
Richmond, VA
Jeff Donham
Richmond, VA
Dawn Doebler
Bethesda, MD
Oscar Cornejo
Bethesda, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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