WULFF, HANSEN & CO.

100 Smith Ranch Road
Suite 330
San Rafael, California 94903
Tel: 415-421-8900

About WULFF, HANSEN & CO.

WULFF, HANSEN & CO, formally registered with the SEC as WULFF, HANSEN & CO. The firm was established in 07/15/2022. They have over 2 offices throughout the country.

WULFF, HANSEN & CO. is a San Rafael, California based Financial Planning firm with nearly $124,036,703 assets under management, offering retirement planning & investment advisory services to 146 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	908
SEC#	801-126111
Assets Managed by Firm	$124,036,703
No. of Clients	146
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (OCCASIONAL ONE-TIME SPECIAL PROJECTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	146	$124,036,703
Individuals (other than high net worth individuals)	75	$25,227,823
High net worth individuals	63	$87,883,323
Pension and profit sharing plans	Fewer than 5 clients	$757,998
Charitable organizations	6	$10,167,559

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