Dakota
Dakota
Book a Demo
Talk to an Expert

Hansen Wealth Management

EST. AUM
$96,520,680

CONTACTS
4

CLIENT ACCOUNTS
12

Firm Details

Metro area San Francisco
CRD Number 109661
Website hansenwealthmanagement.com
Client types

Overview

As investment professionals located in San Jose, CA, their office personally manages in excess of $300 million in assets (AUM). They offer sound investment advice in building an investment portfolio tailored to each of their clients' needs. Investments included in these portfolios are stocks, bonds, mutual funds, and tax deferred annuities. The main objective, in building each portfolio, is to create a financial strategy that will address their personal needs and investment objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy