Hansen & Associates Financial Group Inc

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Assets, Funds, Holdings

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Hansen & Associates Financial Group Inc
CRD #168363
SEC #801-122580
CIK #0001873973
AUM $204.5 MM (2024-08-01)
Employees 3 (67% Investors, 0% Brokers)
Phone916-706-1234
Address2271 Lava Ridge Court
Roseville, CA 94661
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
DBB 13.4
GLD 12.9
DBA 11.5
QCOM 147,392.0 6.3
GOOGL 1,475,138.5 6.1
GOOG 1,482,566.4 5.8
MU 64,610.3 3.1
NVDA 399,550.0 1.3
NFLX 79,791.6 0.5
META 434,852.0 0.3
View All
Holdings by Sector ($MM)
200160120804002023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 438 116.9
(b) Individuals (high net worth individuals) 71 87.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,114 204.5
By Discretionary
Discretionary 1,077 201.0
Non-Discretionary 37 3.5
Total 1,114 204.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 204.5
Total 1,114 204.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001873973]
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Capital Innovations LLC
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Wedgewood Investors Inc
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Beacon Wealth Consultants Inc
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Loyola Asset Management LLC
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