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| Happy Holidays!! thanks for using AUM13F!! |
| Hansen & Associates Financial Group Inc
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| CRD # | 168363 |
| SEC # | 801-122580 |
| CIK # | 0001873973 |
| AUM | $229.8 M (2025-05-05) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 916-706-1234 |
| Address | 2271 Lava Ridge Court Roseville, CA 94661 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 2.9 | ||
| VISA Inc | 2.3 | ||
| Microsoft Corp | 2.3 | ||
| Mastercard Inc | 2.2 | ||
| Netflix Inc | 1.8 | ||
| General Electric Co | 1.7 | ||
| Broadcom Inc | 1.4 | ||
| Nvidia Corp | 1.3 | ||
| Micron Technology Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 481 | 131.1 |
| (b) Individuals (high net worth individuals) | 71 | 97.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.7 |
| (h) Charitable organizations | 2 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,165 | 229.8 |
| By Discretionary | ||
| Discretionary | 1,130 | 225.3 |
| Non-Discretionary | 35 | 4.5 |
| Total | 1,165 | 229.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 229.8 | |
| Total | 1,165 | 229.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001873973] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wolman Wealth Management Inc
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|
CA | 0.2 |
|
Stolz & Associates PS
✚
|
WA | 0.2 |
|
International Private Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Atlatl Advisers LLC
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|
WI | 0.2 |
|
KDT Advisors LLC
✚
|
NY | 0.2 |
|
Pinnacle West Asset Management Inc
✚
|
WY | 0.2 |
|
Hurley Capital LLC
✚
|
NY | 0.2 |
|
Westpark Wealth Advisors Inc
✚
|
TX | 0.2 |
|
Antoine Williams & Associates Wealth Management LLC
✚
|
VT | 0.2 |
|
AFG Fiduciary Services Limited Partnership
✚
|
MA | 0.2 |