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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-02-2025
- Office Locations
- 1
Office Locations
About A & L Personal Business Management, LLC
A & L Personal Business Management, LLC is a San Francisco–based RIA founded in 2025, providing financial planning plus portfolio construction and asset management for retail clients, including entrepreneurs. The firm uses ETFs and fixed income alongside alternative allocations as appropriate, and supports insurance and business-succession planning. Custody relationships include Charles Schwab and Merrill Lynch.
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Investment Themes
Investment Vehicles
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Owner & Executives
Donald L. Hansen JR.
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #3207894
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $42,982,796 | -- |
| Total | $42,982,796 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,982,796
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,359,451,119 | 21.1% |
| Corporate - Investment Grade | $547,646,185 | 8.5% |
| U.S. Government/Agency | $637,846,733 | 9.9% |
| Municipal Bonds | $2,409,643,215 | 37.4% |
| Cash | $1,488,309,045 | 23.1% |
| Total | $6,442,896,297 | 100.0% |