Wulff, Hansen & Co
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Overview
Wulff, Hansen & Co is a financial advisory firm headquartered in San Rafael, California. Wulff, Hansen & Co oversees $108.9 million in assets under management across 139 accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). The company has a small team, including 3 financial advisors. Wulff, Hansen & Co is not a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as stocks, bonds and options.
Wulff, Hansen & Co oversees all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes transaction decisions without requiring the client's authorization. The advisory firm's average account size is $783,667. The average financial advisor at Wulff, Hansen & Co manages around 46 client accounts, making it about average in terms of personalization.
Wulff, Hansen & Co's main office is located at 100 Smith Ranch Road, San Rafael, California 94903. It is legally registered to serve customers throughout a few states, including California and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wulff, Hansen & Co by the Numbers
$108.9 million
10
139
$783.7 thousand
Fee Structure
Fees for financial management depend on which service is provided. However, fee types billed by the firm likely consist of any combination of the following fee structures: asset-based, hourly or fixed. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Wulff, Hansen & Co provides services to retail investors, high net worth investors, pension plans and charitable organizations. Out of its 139 accounts, Wulff, Hansen & Co's largest client type is high net worth investors, though it also caters to 73 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 52.52%
- Other Individuals - 41.73%
- Corporations - 1.44%
- Charitable Organizations - 4.32%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Wulff, Hansen & Co does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Wulff, Hansen & Co
San Rafael, CA
San Rafael, CA
Lodi, CA
San Rafael, CA
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