Haussmann Financial Inc.
CRD 110747SEC# 801-72313Lake Forest, CA
No longer SEC-registered. Haussmann Financial Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
5
Accounts
—
Location
Lake Forest, CA
Haussmann Financial Inc. assets under management
Haussmann Financial Inc. is a registered investment adviser overseen by the SEC based in Lake Forest, CA. It employs 5 people.
Haussmann Financial Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Trudy Diane Haussmann Control | President/Chief Compliance Officer | Over 75% | 1996 |
Frequently asked questions
How many employees does Haussmann Financial Inc. have?
Haussmann Financial Inc. reports 5 employees.
Where is Haussmann Financial Inc. located?
Haussmann Financial Inc. is based in Lake Forest, CA.
Does Haussmann Financial Inc. disclose fund performance?
Haussmann Financial Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23201 Lake Center Drive, #300, Lake Forest, CA 92630 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 62%
More than 38% of 16,825 advisers