Johanson Financial Advisors is an investment advisor in Campbell with $484.14 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
453247522
SEC advisor number
801-79190
FINRA CRD number
159244
AUM ?
$484.14 mm
(as of 3 Mar 22)
Accounts
834
(as of 3 Mar 22)
Employees
5
(1 investment advisory or research)
Address
Johanson Financial Advisors
2105 S. BASCOM AVENUE, SUITE 255
CAMPBELL
CA 95008
2105 S. BASCOM AVENUE, SUITE 255
CAMPBELL
CA 95008
Office hours
Monday - Friday, 8AM TO 5PM
Phone
408-404-0009
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Tu, Lynda, M | Chief Compliance Officer | 01/2015 | 10-25% |
the Johanson Family Trust | Owner | 09/2011 | > 75% |
Johanson, David, Leland | Trustee | 09/2011 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21
13F-HR
Quarterly holdings report by institutional manager
20 Jul 21
13F-HR
Quarterly holdings report by institutional manager
20 Apr 21
13F-HR
Quarterly holdings report by institutional manager
19 Jan 21
13F-HR
Quarterly holdings report by institutional manager
13 Oct 20
13F-HR
Quarterly holdings report by institutional manager
13 Jul 20
13F-HR
Quarterly holdings report by institutional manager
10 Apr 20
13F-HR
Quarterly holdings report by institutional manager
14 Jan 20
13F-HR
Quarterly holdings report by institutional manager
29 Oct 19