Overview
Assets Under Management: $779 million
Headquarters: LAKE FOREST, CA
High-Net-Worth Clients: 190
Average Client Assets: $1.5 million
Frequently Asked Questions
HAUSSMANN FINANCIAL INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110747), HAUSSMANN FINANCIAL INC. is subject to fiduciary duty under federal law.
HAUSSMANN FINANCIAL INC. is headquartered in LAKE FOREST, CA.
HAUSSMANN FINANCIAL INC. serves 190 high-net-worth clients according to their SEC filing dated June 26, 2024. View client details ↓
According to their SEC Form ADV, HAUSSMANN FINANCIAL INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
HAUSSMANN FINANCIAL INC. manages $779 million in client assets according to their SEC filing dated June 26, 2024.
According to their SEC Form ADV, HAUSSMANN FINANCIAL INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 190
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.29%
Average Client Assets: $1.5 million
Total Client Accounts: 2,216
Discretionary Accounts: 2,201
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 110747
Filing ID: 1885744
Last Filing Date: 2024-06-26 17:51:00