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WULFF, HANSEN & CO.
SAN RAFAEL, CA
415-421-8900
SEC #801-126111Total AUM
$144.8M
Employees
9Clients
142Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 SMITH RANCH ROAD
SUITE 320
SAN RAFAEL
CA 94903
United States
SUITE 320
SAN RAFAEL
CA 94903
United States
Operating Hours
9-4
Monday - Friday
Monday - Friday
Phone
415-421-8900
Other Offices
1
Financials
Total AUM
$144.8M
Accounts
143Discretionary
$144.8M
Accounts
143Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
71AUM
$25.9M
HNW Individual Clients
65AUM
$105.5M
Pension/Profit Sharing Plan Clients
1AUM
$1.3M
Charitable Organization Clients
5AUM
$12.1M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
OCCASIONAL ONE-TIME SPECIAL PROJECTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Violation FindingSRO Rule Violation
State Registrations
CA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.