Van Hulzen Financial Advisors

Van Hulzen originates real asset deals through operator relationships built over decades of tax-advisory work in Northern California. The firm's CPA practice creates direct visibility into client business operations, which feeds the investment pipeline without relying on traditional broker-intermediated deal flow.

Van Hulzen structures its real asset investments through direct co-investment vehicles that let client families participate alongside the firm. The model favors single-asset or small-portfolio acquisitions rather than commingled blind-pool funds. The firm has not publicly indicated participation in third-party private equity or venture fund commitments.

The firm concentrates on niche, cash-flowing property types — primarily self-storage, manufactured housing communities, and specialty industrial assets. These sectors align with the firm's preference for fragmented ownership markets where operator expertise drives returns rather than broad market beta.

Van Hulzen operates as a multi-family office, serving a concentrated client base of high-net-worth families and business owners primarily in Northern California. The firm integrates tax preparation and wealth planning with its investment platform, a structure that distances it from pure-play RIAs and single-family offices alike.

No. Van Hulzen has not published AUM or total deployment figures in public filings or its own materials. The firm's disclosure posture is consistent with a privately held advisory practice that does not market to institutional allocators or public pension funds.