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HANSEN & ASSOCIATES FINANCIAL GROUP INC.
CRD 168363 · SEC 801-122580
2271 LAVA RIDGE COURT, SUITE 200, ROSEVILLE, CA, 95661, United States
Phone
(916) 706-1234
Fax
(888) 363-2937
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$202.4M
Discretionary AUM
$202.4M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 475 | $122.0M |
| High net worth individuals | 61 | $80.0M |
| Charitable organizations | 1 | $420K |
States served
AZ, CA, CO, NV, TN, TX, FL
All web addresses on file
- HTTPS://TWITTER.COM/MARKHANSENFG
- HTTPS://WWW.FACEBOOK.COM/HANSEN-ASSOCIATES-FINANCIAL-GROUP-INC-1573185716271205/
- https://tacticalfundmanagement.com/
- HTTP://WWW.HANSENFG.COM
- https://www.whiterockcap.com
- https://www.linkedin.com/in/mark-hansen-chfc-cfp-aa263b25/
- https://www.linkedin.com/company/tactical-fund-management
Official SEC filing: View on IAPD