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, individually owned registered investment adviser that began SEC registration in 2021. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and selecting other advisers. Fee arrangements include percentage of assets under management as well as hourly and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 4
Wallace 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 44Active vs passive
$237M in ETFs
68%
$160M
32%
$77.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $47.1M | 427,909 | 19.87% |
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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