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Hansen & Associates Financial Group Inc
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CRD # | 168363 |
SEC # | 801-122580 |
CIK # | 0001873973 |
AUM | $204.5 MM (2024-08-01) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 916-706-1234 |
Address | 2271 Lava Ridge Court Roseville, CA 94661 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001873973] |
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MN | 0.2 |
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RMW Advisors LLC
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TX | 0.2 |
Mark Gillam Enterprises
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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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FL | 0.2 |