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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-28-1973
- Office Locations
- 2
Office Locations
About Wulff, Hansen & Co.
Wulff, Hansen & Co. is an employee-owned California firm (founded 1931) combining public finance and investment management. Its Public Finance Group provides municipal advisory, private placements, and underwriting for cities, counties, and other public agencies, with deep activity in the California municipal bond market, often for smaller communities. Through Wulff Capital Management, it is a registered investment adviser delivering fee-based portfolio management that is largely ETF-based.
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Technology
Owner & Executives
CHRISTOPHER DONALD CHARLES
Chief Compliance Officer, President
- CRD
- #709131
- Ownership
- 75% or more
Robert John Pankratz
DIRECTOR OF OPERATIONS, VICE PRESIDENT
- CRD
- #6911222
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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BENJAMIN HARVEY LEVINE
Senior Advisor
- CRD
- #501479
SANDRA JOSEPHINE MAHURIN
--
- CRD
- #4687663
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,815,568 | $1,012,696 |
| Non-Discretionary | $0 | -- |
| Total | $144,815,568 | $1,012,696 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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