Hansen & Associates Financial Group Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Roseville, CA. Its latest Form ADV filing, dated April 14, 2026, reports $204M in regulatory assets under management, 4 employees, 1 office, and 1,087 accounts.
Assets Under Management
$204M
Employees
4
Offices
1 office
Total Clients
546
Primary office
ROSEVILLE, CA
2271 LAVA RIDGE COURT, SUITE 200, ROSEVILLE, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.0% of total clients.
Top client categories% of clientsClients
1
Individuals
89.0%
486
2
HNWI
10.8%
59
3
Charitable
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$204Mas of April 14, 2026
Discretionary97.9%
$199M
98% of total RAUM97.9%
Non-discretionary2.1%
$4M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$204M
Total Accounts1,087
10Y AUM Change+$88M (+75.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee137:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.