Data / Investment advisers / California / Hansen & Associates Financial Group Inc.
Hansen & Associates Financial Group Inc., Roseville, CA: $202 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Hansen & Associates Financial Group Inc. is an SEC registered investment adviser with its main office in Roseville, California and reports $202 million in regulatory assets under management in its Form ADV filed May 13, 2026. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Hansen & Associates Financial Group Inc. (CRD number 168363): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 168363
- SEC file number
- 801-122580
- SEC status
- Approved, effective October 29, 2021
- Main office
- 2271 Lava Ridge Court Suite 200, Roseville, CA 95661
- Phone
- (916) 706-1234
- Regulatory AUM
- $202,437,247 in the Form ADV filed May 13, 2026
- Discretionary AUM
- $202,437,247
- Accounts
- 1,071
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- May 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 475 | $122 million |
| High net worth individuals | 61 | $80 million |
| Charitable organizations | 1 | $420,380 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $202.4 million | May 13, 2026 |
| April 1, 2026 | $203.7 million | March 30, 2026 |
| December 1, 2025 | $229.8 million | October 28, 2025 |
Other advisers in Roseville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bulman Wealth Group | Roseville | $283 million | Not listed | adviserinfo.sec.gov |
| Sterling Retirement Group of Sacramento | Roseville | $253 million | Not listed | adviserinfo.sec.gov |
| We Alliance Wealth Advisors, Inc. | Roseville | $233.1 million | Not listed | adviserinfo.sec.gov |
| Staines Financial, LLC | Roseville | $168.7 million | 2 | adviserinfo.sec.gov |
| Fc360 Wealth Management, Inc. | Roseville | $158.2 million | Not listed | adviserinfo.sec.gov |
| Dimensions Wealth Management, LLC | Roseville | $152.1 million | Not listed | adviserinfo.sec.gov |
| St. Clair Financial | Roseville | $141.3 million | Not listed | adviserinfo.sec.gov |
| Dca Family Office, LLC | Roseville | $119.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Roseville, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Hansen & Associates Financial Group Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.