J
CRD: 137013
Johannsen & Associates, Inc.
Santa Barbara, CA, 93111
8059646959
$33.0M Total AUM
$33.0M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1994
- Office Locations
- 1
Office Locations
5290 Overpass Road Suite 208 Santa Barbara CA
About Johannsen & Associates, Inc.
Johannsen & Associates, Inc. is a Santa Barbara-based RIA. The firm has been operating for 32 years. Managing $33.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$33.0M AVG AUM / ADVISOR
$892.9K AVG AUM / CLIENT
19.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
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Client Personas
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Investment Vehicles
Foundation crest
Owner & Executives
D
DAVID ATWATER JOHANNSEN
President
- CRD
- #2430156
- Ownership
- 75% or more
(736) 409-2673
frontier.frontier@peakcapital.com
in linkedin.com/in/timber-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,039,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,039,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,039,000
Cash:
30.7% Equity - Exchange:
69.3% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $2,202,205,294 | 30.7% |
| Equity - Exchange | $4,971,101,852 | 69.3% |
| Total | $7,173,307,146 | 100.0% |