Hausman Advisors, LLC

Hausman Advisors, LLC (CRD# 152681) is a financial advisory firm headquartered in Portland, OR. They manage $49,692,218 in 356 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    356
    ACCOUNTS
  • Average Account Value
    $139,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Hausman Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jason A. Smith
CRD#: 4928674
10260 Sw Greenburg Road, 400, Portland, OR 97223
96
Wealthminder
score

Jason Smith (CRD# 4928674) is an Investment Advisor Representative working at Hausman Advisors, LLC in Portland, OR and has over 11 years of experience in the finance industry. Jason Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Karen H. Smith
CRD#: 2945809
10260 Sw Greenburg Road, 400, Portland, OR 97223
93
Wealthminder
score

Karen Smith (CRD# 2945809) is an Investment Advisor Representative working at Hausman Advisors, LLC in Portland, OR and has over 19 years of experience in the finance industry.

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