HAUSSMANN FINANCIAL INC.
  • HAUSSMANN FINANCIAL INC.

Adviser Profile

As of Date 04/30/2025
Registration status Terminated
ADV Location LAKE FOREST, CA, United States
Contact Info 949 xxxxxxx
Websites
AUM* 778,538,364
of that, discretionary 771,888,520
Number of Employees 5 -38%
of those in investment advisory functions 4 -43%
Private Fund GAV* 0
Avg Account Size 351,326
SMA’s Yes
Private Funds 0

Adviser Type

- No longer eligible

Client Types

Advisory Activities

- Financial planning services
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

869M 745M 621M 497M 373M 248M 124M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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