HANSEN & ASSOCIATES FINANCIAL GROUP INC.
  • HANSEN & ASSOCIATES FINANCIAL GROUP INC.
  • WHITEROCK CAPITAL MANAGEMENT
  • PACIFIC CREST WEALTH MANAGEMENT
  • DARLING FINANCIAL GROUP, LLC

Adviser Profile

As of Date 05/13/2026
Registration SEC, Approved, 10/29/2021
Other registrations (1)
ADV Location ROSEVILLE, CA, United States
Contact Info (91 xxxxxxx
Websites
AUM* 202,437,247 -1%
of that, discretionary 202,437,247 1%
Number of Employees 4 33%
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 189,017 3%
% High Net Worth 11.36% -19%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

225M 193M 161M 129M 97M 64M 32M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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