A complete list of active advisors currently associated with Wulff, Hansen & Co.

Warmer can help you find a great advisor at Wulff, Hansen & Co. or one who fits your needs even better.

Wulff, Hansen & Co.’s advisory division provides ongoing discretionary portfolio management and periodic investment consultation to individuals, high‑net‑worth clients, trusts, pension plans, and charitable entities. The firm generally manages portfolios of relatively liquid, publicly traded securities and charges asset‑based management fees for continuous services. The firm’s investment process is customized to each client and relies primarily on fundamental analysis supplemented by cyclical analysis, with a long‑term orientation and only occasional short‑term trading. It generally avoids non‑securities investments and margin strategies, and considers client income needs, time horizon, tax considerations, and risk tolerance when structuring portfolios. What is distinctive about the firm is that, in addition to its advisory business, it is engaged as a registered municipal advisor and has broker‑dealer activity and affiliations, with staff registered to conduct retail brokerage through an unaffiliated broker‑dealer; the brochure notes these municipal and broker‑dealer roles are managed separately from advisory accounts and that some staff have significant other responsibilities. The firm also discloses recent regulatory and operational changes (including its re‑registration status and office move) and maintains restrictive communications policies (no SMS or social media for client communications), which clients should consider alongside its long operating history.

To learn more about the advisors currently working at Wulff, Hansen & Co., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.