HANSEN & ASSOCIATES FINANCIAL GROUP INC.
CRD #168363 SEC #801-122580 ROSEVILLE, CA (916) 706-1234
SEC Registered
Total AUM
$229.8M
Discretionary
$225.3M
Employees
6
Clients
0
Accounts
1,165
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $229.8M | $225.3M | $4.5M | 6 | 0 |
| May 2025 | $229.8M | $225.3M | $4.5M | 6 | 0 |
| Mar 2025 | $229.8M | $225.3M | $4.5M | 6 | 0 |
| Aug 2024 | $204.5M | $201M | $3.5M | 3 | 0 |
| Apr 2024 | $204.5M | $201M | $3.5M | 3 | 0 |
| Feb 2024 | $204.5M | $201M | $3.5M | 3 | 0 |
| Oct 2023 | $196.2M | $191.6M | $4.6M | 4 | 0 |
| Feb 2023 | $196.2M | $191.6M | $4.6M | 4 | 0 |
| Aug 2022 | $140.8M | $140.8M | $0 | 4 | 0 |
| Mar 2022 | $140.8M | $140.8M | $0 | 4 | 0 |
| Oct 2021 | $116M | $110.3M | $5.7M | 3 | 0 |
| Sep 2021 | $116M | $110.3M | $5.7M | 3 | 0 |
DateOct 2025
Total AUM$229.8M
Discretionary$225.3M
Non-Disc.$4.5M
Employees6
Clients0
DateMay 2025
Total AUM$229.8M
Discretionary$225.3M
Non-Disc.$4.5M
Employees6
Clients0
DateMar 2025
Total AUM$229.8M
Discretionary$225.3M
Non-Disc.$4.5M
Employees6
Clients0
DateAug 2024
Total AUM$204.5M
Discretionary$201M
Non-Disc.$3.5M
Employees3
Clients0
DateApr 2024
Total AUM$204.5M
Discretionary$201M
Non-Disc.$3.5M
Employees3
Clients0
DateFeb 2024
Total AUM$204.5M
Discretionary$201M
Non-Disc.$3.5M
Employees3
Clients0
DateOct 2023
Total AUM$196.2M
Discretionary$191.6M
Non-Disc.$4.6M
Employees4
Clients0
DateFeb 2023
Total AUM$196.2M
Discretionary$191.6M
Non-Disc.$4.6M
Employees4
Clients0
DateAug 2022
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$116M
Discretionary$110.3M
Non-Disc.$5.7M
Employees3
Clients0
DateSep 2021
Total AUM$116M
Discretionary$110.3M
Non-Disc.$5.7M
Employees3
Clients0