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| Hansen & Associates Financial Group Inc
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|---|---|
| CRD # | 168363 |
| SEC # | 801-122580 |
| CIK # | 0001873973 |
| AUM | 202.4 M (2026-05-13) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 916-706-1234 |
| Address | 2271 Lava Ridge Court Roseville, CA 95661 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Proshares Trust II | 11.3 | |
| SPDR Gold Trust | 2.6 | |
| Alphabet Inc | 2.6 | |
| Nvidia Corp | 2.4 | |
| Apple Inc | 2.3 | |
| Amazon Com Inc | 2.1 | |
| Microsoft Corp | 2.0 | |
| Tesla Motors Inc | 1.5 | |
| Facebook Inc | 1.4 | |
| Netflix Inc | 1.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 475 | 122.0 |
| (b) Individuals (high net worth individuals) | 61 | 80.0 |
| (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 | 1 | 0.4 |
| (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 | 1,071 | 202.4 |
| By Discretionary | ||
| Discretionary | 1,071 | 202.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,071 | 202.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.4 | |
| Total | 1,071 | 202.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001873973] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
CFM Advisors Inc
✚
|
NY | 202.7 M |
|
Wernau Asset Management Inc
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|
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|
McGuire Capital Advisors Inc
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|
Robinson Value Management Ltd
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|
Phil A Younker & Associates Ltd
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|
Johnson Lyman Inc
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|
CA | 202.1 M |
|
Naylor Capital LLC
✚
|
202.1 M | |
|
Abbington Investment Group LLC
✚
|
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|
KCD Financial Inc
✚
|
WI | 202.1 M |