1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2JOHANSON FINANCIAL ADVISORS, INC.

Map pinCAMPBELL, CA
Phone408-404-0009
NotebookSEC #801-79190
Total AUM
$484.1M
Employees
5
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2105 S. BASCOM AVENUE
SUITE 255
CAMPBELL
CA 95008
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
408-404-0009

ReceiptFinancials

Total AUM
$484.1M
Accounts
834
Discretionary
$484.1M
Accounts
834
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
141
AUM
$70.2M
HNW Individual Clients
154
AUM
$408.3M
Corporation or Business Clients
2
AUM
$5.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAHIORTXUT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account