JOHANSON FINANCIAL ADVISORS, INC.

CAMPBELL, California·3 registered advisors·CRD# 159244
SEC# 801-791900408-404-0009
01

Firm Overview

AUM
$484M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JOHANSON FINANCIAL ADVISORS, INC.

3 registered advisors
David Leland Johanson
CAMPBELL, California
Lynda M Tu
CAMPBELL, California
Timothy Dalton Henry
CAMPBELL, California
05

Office Locations

CAMPBELL, California
3 advisors

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Data sourced from SEC Form ADV filings. JOHANSON FINANCIAL ADVISORS, INC. (CRD# 159244) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.