8880 Cal Center Dr.
Suite 195
Sacramento, California 95826
Tel: (916) 706-1234
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 1 offices throughout the country.
HANSEN & ASSOCIATES FINANCIAL GROUP INC. is a Sacramento, California based Financial Planning firm with nearly $196,197,062 assets under management, offering retirement planning & investment advisory services to 1177 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 168363 |
SEC# | 801-122580 |
Assets Managed by Firm | $196,197,062 |
No. of Clients | 1177 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1177 | $196,197,062 |
Individuals (other than high net worth individuals) | 426 | $113,055,453 |
High net worth individuals | 67 | $83,141,609 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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