Dean
Moulas
Johnson Investment Counsel, Inc
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About this Advisor
Dean Moulas is a chartered financial analyst working out of Cincinnati, Ohio with a total of 21 years of relevant experience. Moulas works at Johnson Investment Counsel, Inc. They have been an employee of Johnson Investment Counsel, Inc for their entire career. Moulas has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Ohio and Texas. Johnson Investment Counsel, Inc is a financial advisory business that has its headquarters in Cincinnati, OH. It has offices in five locations and a total of 131 advisors. It oversees $16 billion in total assets between its 14,346 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 100 charities and foundations. Of its 14,346 accounts, 48% are held by high-net-worth clients who have greater than $1 million in investable assets. Johnson Investment Counsel, Inc provides a number 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. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees charged by Johnson Investment Counsel, Inc likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Johnson Investment Counsel, Inc Brokerage Details
$16,313,911,333
131
14,346
$1,137,175
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
Dean Moulas Work History
Dean has been registered as a financial advisor for 21 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 Dean Moulas 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
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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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