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
Johannsen & Associates, Inc.
By the Numbers
-
Total Assets Under Management28MILLION
-
Total Number of Accounts84ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Johannsen & Associates, Inc.
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.