Insights

Boutique AUM Small firm with 2-10 employees presents a high-touch advisory model ideal for white-label or outsourced capabilities, suggesting partnering opportunities with larger platforms seeking curated client service for select UHNW or family-office style needs.

Diversified Stakes Historical minority investments across equities and ETFs indicate appetite for asset diversification; potential cross-sell of additional investment products, managed accounts, or co-managed strategies to broaden portfolio coverage.

RIA Relation Registered Investment Advisor status with affiliations to APW Capital, TD Ameritrade, and Schwab suggests readiness for custodian-enabled service enhancements, including expanded trading tools, research access, and custody solutions for scale.

Digital Footprint Tech stack featuring Drupal, analytics, and common web tools points to opportunities for enhanced client experience platforms, CRM integration, and digital marketing services to attract and retain clients.

Growth Signals Revenue under $1M and recent news activity from early 2020 imply room for modernization and growth acceleration initiatives, such as financial planning software, client onboarding automation, and marketing partnerships to expand advisor capacity.

Johanson Financial Advisors, Inc. Tech Stack

Johanson Financial Advisors, Inc. uses 8 technology products and services including Drupal, Google Fonts API, jQuery, and more. Explore Johanson Financial Advisors, Inc.'s tech stack below.

Drupal

Content Management System

Google Fonts API

Font Scripts

jQuery

Javascript Libraries

Lightbox

Javascript Libraries

Modernizr

Javascript Libraries

PHP

Programming Languages

Google Analytics

Web Analytics

Facebook

Widgets

Johanson Financial Advisors, Inc. Email Formats	Example	Percentage
FLast@johansonfinancial.com	JDoe@johansonfinancial.com	86%
First.Last@johansonfinancial.com	John.Doe@johansonfinancial.com	14%

Johanson Financial Advisors, Inc. Email Formats

Example

Percentage

FLast@johansonfinancial.com

JDoe@johansonfinancial.com

86%

First.Last@johansonfinancial.com

John.Doe@johansonfinancial.com

14%

Frequently Asked Questions

What is Johanson Financial Advisors, Inc.'s phone number?

You can contact Johanson Financial Advisors, Inc.'s main corporate office by phone at

+1-408-404-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Johanson Financial Advisors, Inc.'s official website and social media links?

Johanson Financial Advisors, Inc.'s official website is johansonfinancial.com and has social profiles on LinkedIn.

How much revenue does Johanson Financial Advisors, Inc. generate?

As of July 2026, Johanson Financial Advisors, Inc.'s annual revenue is estimated to be <$1M.

What is Johanson Financial Advisors, Inc.'s NAICS code?

Johanson Financial Advisors, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Johanson Financial Advisors, Inc. have currently?

As of July 2026, Johanson Financial Advisors, Inc. has approximately 7 employees across 1 continents, including North America. Key team members include Chief Operating Officer: L. T. and Team Member: S. S. C. Explore Johanson Financial Advisors, Inc.'s employee directory with LeadIQ.

What industry does Johanson Financial Advisors, Inc. belong to?

Johanson Financial Advisors, Inc. operates in the Financial Services industry.

What technology does Johanson Financial Advisors, Inc. use?

Johanson Financial Advisors, Inc.'s tech stack includes Drupal, Google Fonts API, jQuery, Lightbox, Modernizr, PHP, Google Analytics and Facebook.

What is Johanson Financial Advisors, Inc.'s email format?

Johanson Financial Advisors, Inc.'s email format typically follows the pattern of FLast@johansonfinancial.com. Find more Johanson Financial Advisors, Inc. email formats with LeadIQ.

Johanson Financial Advisors, Inc.

Q: How many employees does Johanson Financial Advisors, Inc. have currently?

Johanson Financial Advisors, Inc. has approximately 7 employees.

Q: What industry does Johanson Financial Advisors, Inc. belong to?

Johanson Financial Advisors, Inc. operates in the Financial Services industry.

Q: What technology does Johanson Financial Advisors, Inc. use?

Johanson Financial Advisors, Inc.'s tech stack includes Google Analytics, Twitter, PHP, Lightbox, jQuery.

Q: What is Johanson Financial Advisors, Inc.'s NAICS code?

Johanson Financial Advisors, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

Johanson Financial Advisors, Inc. is a Registered Investment Advisor operating in the financial services industry, based in Campbell, California. The firm emphasizes helping clients achieve financial peace and security through a structured process that inventories their financial situation and goals, followed by a comprehensive plan and ongoing monitoring aimed at financial independence. Its client base includes individuals seeking greater clarity and stability in their financial future, with services positioned to address concerns about market volatility and long-term planning. The company operates with a small team and positions itself within a broader network of advisory and brokerage relationships, including affiliations with APW Capital and custodial arrangements through TD Ameritrade Institutional and Charles Schwab & Co. Though the firm provides tailored financial guidance, it remains independent of its stated corridors, focusing on continuity and client confidence. A recent development noted in public records includes the firm’s ongoing investment activity in various asset classes during 2018–2020, reflecting an active portfolio management approach.

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