JOHANSON FINANCIAL ADVISORS, INC.
CRD #159244 SEC #801-79190 CAMPBELL, CA 408-404-0009
SEC Registered
Total AUM
$484.1M
Discretionary
$484.1M
Employees
5
Clients
1
Accounts
834
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $484.1M | $484.1M | $0 | 5 | 3 |
| Feb 2021 | $390M | $390M | $0 | 5 | 1 |
| Jun 2020 | $342.9M | $342.9M | $0 | 7 | 1 |
| Jun 2020 | $342.9M | $342.9M | $0 | 7 | 1 |
| Feb 2020 | $342.9M | $342.9M | $0 | 7 | 1 |
| Mar 2019 | $264.7M | $264.7M | $0 | 8 | 3 |
| Feb 2018 | $260.5M | $260.5M | $0 | 7 | 0 |
| Jan 2018 | $260.5M | $260.5M | $0 | 7 | 0 |
| Mar 2017 | $195.5M | $195.5M | $0 | 8 | 300 |
| Apr 2016 | $168.4M | $168.4M | $0 | 7 | 240 |
| Feb 2016 | $168.4M | $168.4M | $0 | 7 | 240 |
| Jun 2015 | $134M | $134M | $0 | 7 | 218 |
| Feb 2015 | $134M | $134M | $0 | 7 | 218 |
| Dec 2014 | $107.7M | $107.7M | $0 | 3 | 300 |
| Apr 2014 | $107.7M | $107.7M | $0 | 3 | 300 |
| Apr 2014 | $107.7M | $107.7M | $0 | 3 | 300 |
| Feb 2014 | $107.7M | $107.7M | $0 | 3 | 300 |
| Feb 2014 | $107.7M | $107.7M | $0 | 3 | 300 |
| Feb 2012 | $82M | $82M | $0 | 1 | 300 |
| Feb 2012 | $82M | $82M | $0 | 1 | 300 |
| Jan 2012 | $82M | $82M | $0 | 1 | 300 |
DateMar 2022
Total AUM$484.1M
Discretionary$484.1M
Non-Disc.$0
Employees5
Clients3
DateFeb 2021
Total AUM$390M
Discretionary$390M
Non-Disc.$0
Employees5
Clients1
DateJun 2020
Total AUM$342.9M
Discretionary$342.9M
Non-Disc.$0
Employees7
Clients1
DateJun 2020
Total AUM$342.9M
Discretionary$342.9M
Non-Disc.$0
Employees7
Clients1
DateFeb 2020
Total AUM$342.9M
Discretionary$342.9M
Non-Disc.$0
Employees7
Clients1
DateMar 2019
Total AUM$264.7M
Discretionary$264.7M
Non-Disc.$0
Employees8
Clients3
DateFeb 2018
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees7
Clients0
DateJan 2018
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees8
Clients300
DateApr 2016
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees7
Clients240
DateFeb 2016
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees7
Clients240
DateJun 2015
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees7
Clients218
DateFeb 2015
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees7
Clients218
DateDec 2014
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees3
Clients300
DateApr 2014
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees3
Clients300
DateApr 2014
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees3
Clients300
DateFeb 2014
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees3
Clients300
DateFeb 2014
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees3
Clients300
DateFeb 2012
Total AUM$82M
Discretionary$82M
Non-Disc.$0
Employees1
Clients300
DateFeb 2012
Total AUM$82M
Discretionary$82M
Non-Disc.$0
Employees1
Clients300
DateJan 2012
Total AUM$82M
Discretionary$82M
Non-Disc.$0
Employees1
Clients300