JOHANNSEN & ASSOCIATES, INC.

JOHANNSEN & ASSOCIATES, INC. of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 137013). Regulatory assets under management: $33.0M.

Registration

• CRD: 137013
• Type: Registered investment adviser
• Location: 5290 OVERPASS ROAD, SANTA BARBARA, CA, 93111
• Phone: 805-964-6959
• Latest filing: 2025-11-25
• Regulatory AUM: $33.0M
• Discretionary AUM: $33.0M
• Clients: 1
• Accounts: 76

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137013 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search