Wulff, Hansen & Co. (San Francisco)

Wulff, Hansen & Co. is an adviser based in San Francisco. It manages $58.87 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdiction of California.

Wulff, Hansen & provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and occasional one-time special projects. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wulff, Hansen &: assets under management

The assets under management (AUM) of Wulff, Hansen & Co. is $58.87 million. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $57.27 million in discretionary accounts and $1.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.19 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $535.32 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wulff, Hansen & Co. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wulff, Hansen & Co.

James Decatur Hansen has been acting as President since 1 Aug 1953. Alan Eugene Cook joined the executive team most recently as the Financial & Operations Principal/(Cfo For Regulatory Purposes).

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Decatur Hansen	President	1 Aug 1953	50% - 75%	236236
Gene John Dercole	Senior vice president	1 Feb 1971	Other	65832
John Parker Talbot	Vice president	1 Jun 1974	Other	442090
Christopher Donald Charles	Executive vice president	1 Nov 1979	25% - 50%	709131
Christopher Donald Charles	President	1 Jul 2002	50% - 75%	709131
Alan Eugene Cook	Financial & operations principal/(cfo for regulatory purposes)	1 Jan 2003	Other	2005539

Based in San Francisco

The principal office where Wulff, Hansen & Co. performs its advisory services is located at 351 California Street, San Francisco, CA 94104, which is also the mailing address of the firm. An additional office of the firm is in Lodi, CA. It doesn’t run an office outside of the United States.