Anna
Hansen

Ek Riley Investments, LLC

CRD#6058766
Investment Advisor
in Seattle, WA
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About this Advisor

Anna Hansen is a financial advisor based out of Seattle, Washington, who has been in the advisory business for 11 years. Hansen is currently employed by Ek Riley Investments, LLC. Their career trajectory has included roles at University Of Denver, Tully'S Coffee, University Of Melbourne, Nanny, Idaho Rocky Mountain Ranch, Sheraton Seattle Hotel and Lodge & Spa At Cordillera. Hansen has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Oregon. Ek Riley Investments, LLC is a financial advisory business that has its headquarters in Seattle, Washington. The company has offices in 16 locations and a total of 60 financial advisors. It handles $553 million in assets under management across its 1,555 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 1,555 accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees depend on which service is provided. However, fee types billed by Ek Riley Investments, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1420 5Th Avenue Suite 3300
Seattle, WA 98101

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Ek Riley Investments, LLC Brokerage Details

Total Assets Under Management

$564,579,262

WA Average: $3,566,627,242
Total Number of Employees

63

WA Average: 46
Total Number of Accounts

1,804

WA Average: 1,499
Average Account Size

$312,960

WA Average: $2,379,338

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Investment Advisory Services

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

Anna Hansen Work History

Anna has 11 years of experience.

2012 - Present (7 years)

E.K. Riley Investments, LLC

2012 - 2012 (< 1 year)

Lodge & Spa At Cordillera

2012 - 2012 (< 1 year)

Nanny

2011 - 2011 (< 1 year)

Nanny

2011 - 2011 (< 1 year)

Lodge & Spa At Cordillera

2011 - 2011 (< 1 year)

Lodge & Spa At Cordillera

2010 - 2010 (< 1 year)

Nanny

2010 - 2010 (< 1 year)

Idaho Rocky Mountain Ranch

2010 - 2010 (< 1 year)

Nanny

2010 - 2011 (1 year)

Sheraton Seattle Hotel

2009 - 2009 (< 1 year)

University Of Melbourne

2008 - 2009 (1 year)

Tully'S Coffee

2007 - 2011 (4 years)

University Of Denver

Disclosures

Anna Hansen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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