Alan
Hansen

Global Assets Advisory, LLC

CRD#5588169
Investment Advisor
in Kamas, UT

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About this Advisor

Alan Hansen is a financial advisor based in Kamas, Utah, working with Global Assets Advisory, LLC. Alan has previously held positions at Hapco Inc, Turner Family Trust, Tumbleweed Ii LLC, Security National Mortgage, Purshe Kaplan Sterling Investments, Global View Capital Insurance, LTD, Global View Capital Management, LTD, Global View Capital Advisors, LTD, International Assets Advisory, LLC, and International Assets Investment Management, LLC. Alan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Alan is part of Global Assets Advisory, LLC, which operates out of Kamas, Utah. The firm has 13 offices and 21 employees. The firm manages assets totaling $303.1 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Global Assets Advisory, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

228 State Road 248 Suite 2A
Kamas, UT 84036

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Global Assets Advisory, LLC Brokerage Details

Total Assets Under Management

$303,128,794

UT Average: $1,855,561,029
Total Number of Employees

21

UT Average: 62
Total Number of Accounts

1,662

UT Average: 2,474
Average Account Size

$182,388

UT Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Alan Hansen Work History

2019 - Present (5 years)

International Assets Advisory, LLC

2019 - Present (5 years)

International Assets Investment Management, LLC

2016 - 2019 (3 years)

Global View Capital Managment, LTD

2014 - 2018 (4 years)

Purshe Kaplan Sterling Investments

2014 - 2019 (5 years)

Global View Capital Insurance, LTD

2014 - 2019 (5 years)

Global View Capital Advisors, LTD

2012 - 2019 (7 years)

Security National Mortage

2005 - 2021 (16 years)

Turner Family Trust

2002 - 2019 (17 years)

Tumbleweed Ii LLC

1994 - 2021 (27 years)

Hapco Inc

Disclosures

Please visit the SEC profile of Alan Hansen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Global Assets Advisory, LLC

David Lloyd
Orlando, FL
Timothy Rigsby
Merrillville, IN
Jay Jensen
Orlando, FL
Laurna Hart James
Baton Rouge, LA
Amy Yost
Kamas, UT
Benjamin Zamojski
Merrillville, IN
Alan Hansen
Kamas, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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