Alex
Bey

Johnson Investment Counsel, Inc

CRD#7268111
Investment Advisor
in Cincinnati, OH

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About this Advisor

Alex Bey is a chartered financial analyst operating out of Cincinnati, Ohio with 3 years of relevant experience. Bey is on the advisory team at Johnson Investment Counsel, Inc. Throughout their career, Bey has worked at Johnson Investment Counsel, Inc. Bey can advise clients in Ohio. Johnson Investment Counsel, Inc is an advisory business that has its headquarters in Cincinnati, OH. It has offices in five locations and a total of 131 advisors. It handles $16 billion in assets across its 14,346 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 100 charitable organizations. Of its 14,346 client accounts, 48% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Johnson Investment Counsel, Inc offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees are based on the type of services. Fee types billed by Johnson Investment Counsel, Inc can consist of asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3777 West Fork Road
Cincinnati, OH 45247

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Johnson Investment Counsel, Inc Brokerage Details

Total Assets Under Management

$16,313,911,333

OH Average: $2,106,341,625
Total Number of Employees

131

OH Average: 34
Total Number of Accounts

14,346

OH Average: 1,972
Average Account Size

$1,137,175

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Alex Bey Work History

Alex has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Johnson Investment Counsel, Inc

2010 - Present (14 years)

Johnson Investment Counsel, Inc

*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 Alex Bey 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 Johnson Investment Counsel, Inc

Joseph Radigan
Cincinnati, OH
Simon Buchman
Cincinnati, OH
Christian Brandetsas
Cincinnati, OH
Charles Rinehart
Cincinnati, OH
Andrea Ernst
Cincinnati, OH
Chad Maggard
Cincinnati, OH
Anthony Kure
Cincinnati, OH
Victor Doherty
Cincinnati, OH

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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