HANSEN & ASSOCIATES FINANCIAL GROUP INC.
Firm details
- Headquarters
- ROSEVILLE, California
- CRD number
- 168363
- Registered since
- October 29, 2021
- Website
- www.hansenfg.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals60.28%
- HNWI39.51%
- Charitable Organizations0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Hansen & Associates Financial Group Inc. is an independent, SEC-registered registered investment adviser that began its SEC registration in 2021 and is owned by an individual. The firm serves both individual and family clients as well as institutional mandates and positions itself as an allocator of client capital, including selecting third‑party managers. Its advisory practice centers on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and lists affiliations with another investment adviser and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
3 of 4WALLACE DARLING
Managing PartnerCRD 2612768
NICKIE DALLY
Investment Advisor RepresentativeCRD 4738406
MARK HANSEN
President, Co-FounderCRD 2019098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$238M in ETFs
60%
$143M
40%
$95M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $52.3M | 474,887 | 21.96% |
Location
ROSEVILLE, CA
PLACER
Location
ROSEVILLE, CA
Headquartered in ROSEVILLE, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- PLACER
- Address
- 2271 Lava Ridge Ct
- Time zone
- PT (UTC-8)
- Office locations
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