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WULFF, HANSEN & CO.
CRD 908 · SEC 801-126111
100 SMITH RANCH ROAD, SUITE 320, SAN RAFAEL, CA, 94903, United States
Phone
415-421-8900
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$144.8M
Discretionary AUM
$144.8M
Team
9 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)OCCASIONAL ONE-TIME SPECIAL PROJECTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $25.9M |
| High net worth individuals | 65 | $105.5M |
| Charitable organizations | 5 | $12.1M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD