Johannsen & Associates, Inc.

Johannsen & Associates, Inc. (CRD# 137013) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $28,100,000 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5290 Overpass Road, Suite 208, Santa Barbara, CA 93111
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $334,524
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Johannsen & Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David Johannsen, financial advisor Santa Barbara CA
David A. Johannsen
CRD#: 2430156
5290 Overpass Road, Suite 208, Santa Barbara, CA 93111

David Johannsen (CRD# 2430156) is an Investment Advisor Representative working at Johannsen & Associates, Inc. in Santa Barbara, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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