Johnson Financial Group, LLC

Johnson Financial Group, LLC

Family Office (single/multi)Direct Investor
Registered Investment Advisor (RIA).

Johnson Financial Group (JFG) is a Denver-based boutique family office and wealth management firm that started as a private investment company for its founding family. JFG offers private investment opportunities to its clients that they otherwise might not be able to access.

Founded

2002

Ownership

Privately held

Risk Profile

Focus on optimized portfolios and minimizing risks through diversification and due diligence.

Location

Denver, Co, United States

About

Mission

To provide simplicity and peace of mind while helping families achieve their financial goals.

Values

Transparency, fiduciary responsibility, minimizing conflicts of interest, and focusing on client success.

Participant Demographics

Serves ultra-high-net-worth families across the United States.

Investment Strategies

Private EquityVenture CapitalPrivate DebtEarly StageGrowth/Mid StageLate StageSeedSeries ASeries BSeries CSeries DSeries E or laterConvertible NotesSAFE agreementsGrowth/ExpansionPIPEGeneral DebtPurpose-Specific DebtConvertible DebtMezzanine DebtProject FinancingWorking CapitalReal EstateFinancial ServicesEnergyAlternative InvestmentsPrivate PlacementsGlobal

Track Record

Notable Achievements

Successfully expanded from a single-family office to serving multiple ultra-high-net-worth families.

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Headquarters

Denver, Co, United States

Legal & Compliance

Registered Investment Advisor (RIA).

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