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David Atwater Johannsen

Johannsen & Associates, Inc.

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About David Atwater Johannsen

David Johannsen has been an Investment Advisor Representative since October 1990. David is currently registered with Johannsen & Associates, Inc. in California, and specializes in Portfolio Management for Individuals.

Firm Information

David Johannsen is currently registered with Johannsen & Associates, Inc.. 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.

$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.

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David Johannsen’s Registration & Firm History

CA

01/01/2025 - Present

Johannsen & Associates, Inc. (SANTA BARBARA CA)

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Licenses & Designations

BC

Issued 11/18/1993

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Atwater Johannsen.
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