Overview
Assets Under Management: $230 million
Headquarters: ROSEVILLE, CA
High-Net-Worth Clients: 4
Average Client Assets: $33 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.05
Average High-Net-Worth Client Assets: $33 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