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).

Current Firm Details
23201 Lake Center Drive, #300, Lake Forest, CA 92630
https://www.linkedin.com/in/trudyhaussmann/
By the Numbers
  • Total Assets Under Management
    779
    MILLION
  • Total Number of Accounts
    2,216
    ACCOUNTS
  • Average Account Value
    $351,326
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Haussmann Financial Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Kiho Choi, financial advisor Lake Forest CA
Kiho Choi
CRD#: 2662261
23201 Lake Center Drive, Suite 300, Lake Forest, CA 92630

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.

2
Patrick Danly, financial advisor Lake Forest CA
Patrick M. Danly
CRD#: 5280316
23201 Lake Center Drive, #300, Lake Forest, CA 92630

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.

3
John Dunphy, financial advisor Lake Forest CA
John P. Dunphy
CRD#: 2603405
23201 Lake Center Drive, Suite 300, Lake Forest, CA 92630

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.

4
Trudy Haussmann, financial advisor Lake Forest CA
Trudy D. Haussmann
CRD#: 1596890
23201 Lake Center Dr., Suite 300, Lake Forest, CA 92630

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.

5
Dominica Henderson, financial advisor Lake Forest CA
Dominica L. Henderson
CRD#: 5022345
23201 Lake Center Drive, #300, Lake Forest, CA 92630

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.

6
Jason Simard, financial advisor Lake Forest CA
Jason A. Simard
CRD#: 2709436
23201 Lake Center Drive, Suite 300, Lake Forest, CA 92630

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.

7
Madison Anderson, financial advisor Lake Forest CA
Madison G. Anderson
CRD#: 7188602
23201 Lake Center Drive, #300, Lake Forest, CA 92630

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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