Windfall Advisors, LLC

Windfall Advisors, LLC (CRD# 309261) is a financial advisory firm headquartered in Santa Monica, CA. They manage $24,000,000 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
100 Wilshire Blvd., Ste 700, Santa Monica, CA 90401
https://www.linkedin.com/in/daniel-scott-johnson-0893a81a/
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $774,194
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Windfall Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Johnson, financial advisor Santa Monica CA
Daniel S. Johnson
CRD#: 5819978
100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401

Daniel Johnson (CRD# 5819978) is an Investment Advisor Representative working at Windfall Advisors, LLC in Santa Monica, CA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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