HANSEN & ASSOCIATES FINANCIAL GROUP INC.

2271 Lava Ridge Court
Suite 195
Roseville, California 94661
Tel: (916) 706-1234

About HANSEN & ASSOCIATES FINANCIAL GROUP INC.

HANSEN & ASSOCIATES FINANCIAL GROUP INC, formally registered with the SEC as HANSEN & ASSOCIATES FINANCIAL GROUP INC. The firm was established in 10/29/2021. They have over 2 offices throughout the country.

HANSEN & ASSOCIATES FINANCIAL GROUP INC. is a Roseville, California based Financial Planning firm with nearly $204,488,383 assets under management, offering retirement planning & investment advisory services to 1114 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168363
SEC#	801-122580
Assets Managed by Firm	$204,488,383
No. of Clients	1114
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1114	$204,488,383
Individuals (other than high net worth individuals)	438	$116,872,145
High net worth individuals	71	$87,616,238

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