Johannsen & Associates, Inc.

Johannsen & Associates, Inc. (CRD# 137013) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $22,058,000 in 127 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $173,685
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 A. Johannsen
CRD#: 2430156
5290 Overpass Road, Suite 208, Santa Barbara, CA 93111
87
Wealthminder
score

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.

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