Overview
Assets Under Management: $230 million
Headquarters: ROSEVILLE, CA
High-Net-Worth Clients: 71
Average Client Assets: $1 million
Frequently Asked Questions
HANSEN & ASSOCIATES FINANCIAL GROUP INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168363), HANSEN & ASSOCIATES FINANCIAL GROUP INC. is subject to fiduciary duty under federal law.
HANSEN & ASSOCIATES FINANCIAL GROUP INC. is headquartered in ROSEVILLE, CA.
HANSEN & ASSOCIATES FINANCIAL GROUP INC. serves 71 high-net-worth clients according to their SEC filing dated May 05, 2025. View client details ↓
According to their SEC Form ADV, HANSEN & ASSOCIATES FINANCIAL GROUP INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
HANSEN & ASSOCIATES FINANCIAL GROUP INC. manages $230 million in client assets according to their SEC filing dated May 05, 2025.
According to their SEC Form ADV, HANSEN & ASSOCIATES FINANCIAL GROUP INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.40
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,165
Discretionary Accounts: 1,130
Non-Discretionary Accounts: 35
Regulatory Filings
CRD Number: 168363
Filing ID: 1986029
Last Filing Date: 2025-05-05 14:59:00
Website: https://hansenfg.com