Overview
Assets Under Management: $260 million
Headquarters: CAMPBELL, CA
High-Net-Worth Clients: 140
Average Client Assets: $1.7 million
Frequently Asked Questions
JOHANSON FINANCIAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159244), JOHANSON FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
JOHANSON FINANCIAL ADVISORS, INC. is headquartered in CAMPBELL, CA.
JOHANSON FINANCIAL ADVISORS, INC. serves 140 high-net-worth clients according to their SEC filing dated February 28, 2018. View client details ↓
According to their SEC Form ADV, JOHANSON FINANCIAL ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
JOHANSON FINANCIAL ADVISORS, INC. manages $260 million in client assets according to their SEC filing dated February 28, 2018.
According to their SEC Form ADV, JOHANSON FINANCIAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 140
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.13%
Average Client Assets: $1.7 million
Total Client Accounts: 731
Discretionary Accounts: 731
Regulatory Filings
CRD Number: 159244
Filing ID: 1183041
Last Filing Date: 2018-02-28 15:12:00