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Building 2HANSEN & ASSOCIATES FINANCIAL GROUP INC.

Map pinROSEVILLE, CA
Phone(916) 706-1234
NotebookSEC #801-122580
Total AUM
$202.4M
Employees
4
Clients
537

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2271 LAVA RIDGE COURT
SUITE 200
ROSEVILLE
CA 95661
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(916) 706-1234
Other Offices
1

ReceiptFinancials

Total AUM
$202.4M
Accounts
1,071
Discretionary
$202.4M
Accounts
1,071
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
475
AUM
$122M
HNW Individual Clients
61
AUM
$80M
Charitable Organization Clients
1
AUM
$420.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Violation Finding
State Registrations
AZCACOFLNVTNTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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