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HANSEN & ASSOCIATES FINANCIAL GROUP INC.
CRD 168363File 801-122580
APPROVED
Retail clients
Disclosure events
Filing as of May 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$202.4M
Below cohort median (national)
Discretionary AUM
$202.4M
Clients
537
1,071 accounts
Employees
4
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 29, 2021
- Principal office
- 2271 LAVA RIDGE COURT, SUITE 200, ROSEVILLE, CA, 95661
- Phone
- (916) 706-1234
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $202.4M
- Discretionary AUM
- $202.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,071
- Non-discretionary accounts
- 0
- Total accounts
- 1,071
- AUM per client
- $377K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $420K |
| High net worth individuals | 61 | $80.0M |
| Individuals (other than high net worth individuals) | 475 | $122.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.