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Hansen Brian Bennett (Pleasant Grove)


Hansen Brian Bennett is a large advisory firm based in Pleasant Grove. It manages $25.86 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Texas and Utah.




Hansen Brian Bennett provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hansen Brian Bennett: assets under management

The assets under management (AUM) of Hansen Brian Bennett is $25.86 million. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24.85 million in discretionary accounts and $1.01 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $528.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.01 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hansen Brian Bennett for their services and products based on a percentage of assets under management and fixed fees. 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.

Based in Pleasant Grove

The principal office where Hansen Brian Bennett performs its advisory services is located at 884 East 1250 North, Pleasant Grove, UT 84062, 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 801-785-8241 or by fax 801-785-8198. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday.


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