Hanson Mcclain Strategic Advisors, Inc. (Folsom)


Hanson Mcclain Strategic Advisors, Inc. is an investment adviser to an investment company based in Folsom. It manages $21.12 million of regulatory assets for 118 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Colorado, Illinois, and 6 other states.

Hanson Mcclain Strategic Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hanson Mcclain Strategic Advisors: assets under management

The assets under management (AUM) of Hanson Mcclain Strategic Advisors, Inc. is $21.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6896% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $21.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $178.96 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hanson Mcclain Strategic Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hanson Mcclain Strategic Advisors, Inc.

Pete Engelken has been acting as President since 1 Jun 2013. David William Schauer has served as the Chief Investment Officer since 1 Jun 2011. Corey C Gamble joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Inc. Hanson Mcclain Group Direct owner 1 May 2011 75% - 100% 68-0415440
Patrick Carl Mcclain Director & co-chief executive officer 1 May 2011 Other 2055994
Scott Thomas Hanson Director & co-chief executive officer 1 May 2011 Other 2137903
Steven Thomas Burnett Director & president 1 May 2011 Other 2315967
Julia Carol Frise Secretary 1 May 2011 Other 2672758
Matthew Eric Russell Chief financial officer 1 May 2011 Other 5638358
Tracy Marie Kliewer Chief compliance officer 1 May 2011 Other 3043630
Alan Richard Carlisle Director of supervision 1 Jun 2011 Other 2646681
David William Schauer Chief investment officer 1 Jun 2011 Other 3086618
Rebecca Dolva Jean Watson Schroer Chief compliance officer 1 Sep 2011 Other 2921592
Corey C Gamble Compliance officer 1 May 2012 Other 4919573
Corey C Gamble Chief compliance officer 1 Jul 2012 Other 4919573
Pete Engelken President 1 Jun 2013 Other 6216206

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Scott Thomas Hanson Owner 1 Feb 2008 25% - 50% 2137903
Patrick Carl Mcclain Owner 1 Feb 2008 25% - 50% 2055994

Based in Folsom

The principal office where Hanson Mcclain Strategic Advisors, Inc. performs its advisory services is located at 110 Woodmere, Folsom, CA 95630, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 916-482-2196 or by fax 916-483-9661. The normal business hours are 8:00 pm - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.hansonmcclainstrategicadvisors.com.

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