Top financial advisors in Lake Forest, CA
We’ve curated a list of the best financial advisors in Lake Forest, take a look at it below
Find an advisor in Lake Forest| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $771,888,520 | 8 advisors |
How we came up with this list
To generate our top financial advisors list in Lake Forest, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lake Forest. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Haussmann Financial Inc.
Haussmann Financial Inc. is a financial advisory firm based in Lake Forest, California. It currently has approximately $771,888,520 of assets under management and employs about 8 people. Haussmann Financial Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$771,888,520
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-72313
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Your first meeting is free.