PPrivate Fund Data Log in Join · $37/mo

Haussmann Financial Inc.

CRD 110747SEC# 801-72313Lake Forest, CA
Export (members)
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
NameTitleOwnershipSince
Trudy Diane Haussmann ControlPresident/Chief Compliance OfficerOver 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

Address23201 Lake Center Drive, #300, Lake Forest, CA 92630
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo