Investment adviser · CRD 152681
HAUSMAN ADVISORS, LLC
Investment adviser filing (IA)
HOOD RIVER, OR, United States · Form ADV filed Feb 13, 2023
- Regulatory AUM
- $135M Form ADV · Item 5.F
- Client accounts
- 516 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 49 | $112,028,927 | 83.3% |
| Individuals | 54 | $22,414,096 | 16.7% |
| Charities | Fewer than 5 | $61,294 | 0.0% |
Filing source
Form ADV 1710902 · Feb 13, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 13, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
202 OAK STREET, SUITE 600HOOD RIVER, OR, 97031, United States
CRD 152681
Filing source
Form ADV 1710902 · Feb 13, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.