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Johannsen & Associates, Inc.

Headquartered in SANTA BARBARA, CA

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Firm Information

Johannsen & Associates, Inc. is an investment advisor with 1 investment adviser representative and a total of 78 accounts under management, including 78 discretionary accounts. The firm manages assets for high-net-worth individuals and individuals other than high-net-worth individuals.

Johannsen & Associates, Inc.

$31.20M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

JOHANNSEN & ASSOCIATES, INC. has a total of 1 branch locations across the country.
location

SANTA BARBARA, CA

Advisors at Johannsen & Associates, Inc.

View All 1 Advisors
Unclaimed
David Atwater Johannsen

RA

SANTA BARBARA, CA

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Disclosures

There are no public disclosures for Johannsen & Associates, Inc..

Frequently Asked Questions (9)

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