← Directory
HANSEN & ASSOCIATES FINANCIAL GROUP INC.
CRD 168363File 801-122580
APPROVED
Retail clients
Disclosure events
Filing as of May 13, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.HANSENFG.COM
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 | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Clients | 546 | 537 | decreased by9 |
| Jun 1, 2026 | AUM | $203,663,473 | $202,437,247 | decreased by$1,226,226 |
| Jun 1, 2026 | Accounts | 1,087 | 1,071 | decreased by16 |
| Apr 1, 2026 | Employees | 6 | 4 | decreased by2 |
| Apr 1, 2026 | Clients | 556 | 546 | decreased by10 |
| Apr 1, 2026 | AUM | $229,760,228 | $203,663,473 | decreased by$26,096,755 |
| Apr 1, 2026 | Accounts | 1,165 | 1,087 | decreased by78 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 6 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 402 | 556 | increased by154 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $140,750,403 | $229,760,228 | increased by$89,009,825 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 595 | 1,165 | increased by570 |
| Apr 1, 2022 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2022 | Clients | 312 | 402 | increased by90 |
| Apr 1, 2022 | AUM | $116,013,339 | $140,750,403 | increased by$24,737,064 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HANSEN ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HANSEN ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
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.