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
$202M
Employees
4
Offices
1 office
Total Clients
537
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 88.5% of total clients.
Top client categories% of clientsClients
1
Individuals
88.5%
475
2
HNWI
11.4%
61
3
Charitable
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$202Mas of May 13, 2026
Discretionary100.0%
$202M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$202M
Total Accounts1,071
10Y AUM Change+$86M (+74.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee134:1
10Y Employee Change+1 (+33.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.