This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-11-2011
- Office Locations
- 1
Office Locations
About Adams-Hansen & Associates
Adams-Hansen & Associates (Minnetonka, MN) provides wealth management and estate planning for business owners and entrepreneurs, with deep planning support around succession, selling a business, and real estate sale/exchange decisions. The practice emphasizes offensive/defensive tax reduction and tax-wise charitable planning, and incorporates portfolio construction using vehicles such as mutual funds and annuities. Serving clients since 1995.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT BROOK HANSEN
Chief Compliance Officer, Investment Advisor, Owner, President
- CRD
- #2676150
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
EUGENE RICHARD ADAMS JR
Owner
- CRD
- #1411103
REBECCA SUE TIMMONS LAIR
--
- CRD
- #6217204
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,287,121 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,287,121 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing