Geoffrey HauckCRD Number: 3056928
Current Firm: Van Cleef Asset Management Inc.
Geoffrey Hauck (CRD# 3056928) is an Investment Advisor Representative working at Van Cleef Asset Management Inc. in Beachwood, OH and has over 7 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Van Cleef Asset Management Inc.||Beachwood, OH||Feb 2008 - Current||9|
|Alliancebernstein||Beachwood, OH||Jan 1998 - Feb 2008||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management372MILLIONS
Total Number of Accounts494ACCOUNTS
Average Account Value$752,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, OH, TX
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