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Hansen & Associates Financial Group Inc.

● SEC registered since 2021CRD 168363SEC# 801-122580Roseville, CA
Export (members)
Reg. AUM
$202.4M
Employees
4
Accounts
1,071
Location
Roseville, CA

Hansen & Associates Financial Group Inc. assets under management

Hansen & Associates Financial Group Inc. is a registered investment adviser overseen by the SEC based in Roseville, CA. The firm has been registered since 2021. It reports $202.4 million in regulatory assets under management and employs 4 people.

Hansen & Associates Financial Group Inc. owners & executives

1 reported
NameTitleOwnershipSince
Mark Steven Hansen ControlCeo/Coo/CcoOver 75%2013

Frequently asked questions

How much does Hansen & Associates Financial Group Inc. manage?

Hansen & Associates Financial Group Inc. reports $202.4 million in regulatory assets under management on its Form ADV.

How many employees does Hansen & Associates Financial Group Inc. have?

Hansen & Associates Financial Group Inc. reports 4 employees.

Where is Hansen & Associates Financial Group Inc. located?

Hansen & Associates Financial Group Inc. is based in Roseville, CA and has been SEC-registered since 2021.

Does Hansen & Associates Financial Group Inc. disclose fund performance?

Hansen & Associates Financial Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2271 Lava Ridge Court, Suite 200, Roseville, CA 95661
Phone(916) 706-1234
Fax(888) 363-2937
Office hours8:30 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Regulatory AUM

$202.4M▼ 12%
Mar '25 — $229.8MApr '25 — $229.8MMay '25 — $229.8MJun '25 — $229.8MJul '25 — $229.8MAug '25 — $229.8MSep '25 — $229.8MOct '25 — $229.8MNov '25 — $229.8MDec '25 — $229.8MJan '26 — $229.8MFeb '26 — $229.8MMar '26 — $203.7MApr '26 — $203.7MMay '26 — $202.4MJun '26 — $202.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$202.4Mregulatory AUM
Discretionary $202.4M