← Back to list

HANSEN & ASSOCIATES FINANCIAL GROUP INC.

UUIDb7f6e4b9-be2e-5127-afaa-324f7dc36fbe
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 168363 168363 1.0
sec_file_number 801-122580 801-122580

Profile

Websitehttps://www.linkedin.com/in/mark-hansen-chfc-cfp-aa263b25/
HQ CityROSEVILLE
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)229,760,228.0
  • RAUM (discretionary)225,253,779.0
  • Actionable assets98,671,571.0
  • Accounts1,165.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM666,504.0
  • Charitable AUM296,231.0
  • HNW AUM97,409,287.0

As of 2025-05-05 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.