Haussmann Financial Inc.
Haussmann Financial Inc. (CRD# 110747) is a financial advisory firm headquartered in Lake Forest, CA. They manage $778,538,364 in 2,216 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management779MILLION
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Total Number of Accounts2,216ACCOUNTS
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Average Account Value$351,326
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KY, LA, ME, NC, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, WA
Kiho Choi (CRD# 2662261) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 28 years of experience in the finance industry.
Patrick Danly (CRD# 5280316) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 17 years of experience in the finance industry.
John Dunphy (CRD# 2603405) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 28 years of experience in the finance industry.
Trudy Haussmann (CRD# 1596890) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 33 years of experience in the finance industry.
Dominica Henderson (CRD# 5022345) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 10 years of experience in the finance industry.
Jason Simard (CRD# 2709436) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 26 years of experience in the finance industry.
Madison Anderson (CRD# 7188602) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 2 years of experience in the finance industry.