Hausman Advisors, LLC
Hausman Advisors, LLC (CRD# 152681) is a financial advisory firm headquartered in Portland, OR. They manage $80,726,833 in 420 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management81MILLION
Total Number of Accounts420ACCOUNTS
Average Account Value$192,207
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Jason Smith (CRD# 4928674) is an Investment Advisor Representative working at Hausman Advisors, LLC in Portland, OR and has over 12 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.
Karen Smith (CRD# 2945809) is an Investment Advisor Representative working at Hausman Advisors, LLC in Portland, OR and has over 20 years of experience in the finance industry.