Investment adviser · CRD 110747

HAUSSMANN FINANCIAL INC.

Investment adviser filing (IA)

LAKE FOREST, CA, United States · Form ADV filed Feb 26, 2025

Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The 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 26, 2025. View historical filings

Reported services

Financial planning · Publication of newsletters · Educational seminars

Compensation

Hourly · Fixed

Principal office

23201 LAKE CENTER DRIVE, #300
LAKE FOREST, CA, 92630, United States

CRD 110747

Filing source

Form ADV 1930759 · Feb 26, 2025 · 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.