HAUSSMANN FINANCIAL INC.

LAKE FOREST, California·1 registered advisor·CRD# 110747
SEC# 801-723131949-250-4973
01

Firm Overview

AUM
$779M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HAUSSMANN FINANCIAL INC.

1 registered advisor
Trudy Diane Haussmann
LAKE FOREST, California
05

Office Locations

LAKE FOREST, California
1 advisor

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Data sourced from SEC Form ADV filings. HAUSSMANN FINANCIAL INC. (CRD# 110747) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.