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JOHANNSEN & ASSOCIATES, INC.
CRD 137013
5290 OVERPASS ROAD, SUITE 208, SANTA BARBARA, CA, 93111, United States
Phone
805-964-6959
Fax
805-964-6950
Registration
— (—)
Source
State registered
Total AUM
$33.0M
Discretionary AUM
$33.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-11-25
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $6.5M |
| High net worth individuals | 13 | $26.5M |
Official SEC filing: View on IAPD