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Travis Osborn Hanson

SARATOGA RESEARCH & INVESTMENT MANAGEMENT·SARATOGA, California
Unclaimed Profile
14471 BIG BASIN WAY, SUITE E, SARATOGA, CA 95070CRD# 6772317Firm CRD# 110506
01

About

Travis Osborn Hanson is a registered financial advisor based in SARATOGA, California, affiliated with SARATOGA RESEARCH & INVESTMENT MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
AUM
$2.7B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at SARATOGA RESEARCH & INVESTMENT MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6772317
Firm CRD# 110506
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Travis Osborn Hanson offer?
Travis Osborn Hanson specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in SARATOGA, California for a consultation.
What are Travis Osborn Hanson's credentials?
Travis Osborn Hanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Travis Osborn Hanson located?
Travis Osborn Hanson is based in SARATOGA, California, working with SARATOGA RESEARCH & INVESTMENT MANAGEMENT. Their office serves clients in the SARATOGA metropolitan area and surrounding communities.
How does Travis Osborn Hanson charge for services?
Travis Osborn Hanson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SARATOGA RESEARCH & INVESTMENT MANAGEMENT?
SARATOGA RESEARCH & INVESTMENT MANAGEMENT has approximately 23 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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