HANSON FINANCIAL GROUP
Firm details
- Headquarters
- DELAND, Florida
- CRD number
- 329223
- Fee structure
- Fixed Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hanson Financial Group operates as a Limited Liability Company and focuses on providing portfolio management services primarily for individuals and small businesses. The firm employs a fixed fee structure for its advisory services, which allows clients to have a clear understanding of their financial obligations. While the firm does not actively engage in ESG investing, it has carved out a niche in managing investments that align with its clients' financial goals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Jon-Michael Carrick
President and Chief Compliance OfficerCRD 7838970
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DELAND, FL
VOLUSIA
Location
DELAND, FL
Headquartered in DELAND, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- VOLUSIA
- Address
- 350 W Victoria Trails Blvd
- Time zone
- ET (UTC-5)
- Office locations
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