Unclaimed Profile

Travis Osborn Hanson

SARATOGA RESEARCH & INVESTMENT MANAGEMENT·SARATOGA, California

Clean recordSARATOGA RESEARCH & INVESTMENT MANAGEMENT

14471 BIG BASIN WAY, SUITE E, SARATOGA, CA 95070CRD# 6772317Firm CRD# 110506

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Travis Osborn Hanson · SARATOGA, CA

Registration

CRD #6772317 · SARATOGA RESEARCH & INVESTMENT MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SARATOGA RESEARCH & INVESTMENT MANAGEMENT

AUM

$2.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SARATOGA RESEARCH & INVESTMENT MANAGEMENT →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6772317

Firm CRD# 110506

View on FINRA BrokerCheck →

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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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