HAUSSMANN FINANCIAL INC.
CRD #110747 SEC #801-72313 LAKE FOREST, CA 949-250-4973
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2024 | $778.5M | $771.9M | $6.6M | 8 | 0 |
| Jan 2024 | $778.5M | $771.9M | $6.6M | 8 | 0 |
| Feb 2023 | $752.9M | $745.7M | $7.2M | 14 | 0 |
| Feb 2023 | $752.9M | $745.7M | $7.2M | 14 | 0 |
| Sep 2022 | $878.5M | $869.5M | $9M | 14 | 0 |
| Jun 2022 | $878.5M | $869.5M | $9M | 14 | 0 |
| Apr 2022 | $878.5M | $869.5M | $9M | 14 | 0 |
| Jan 2022 | $878.5M | $869.5M | $9M | 14 | 0 |
| Jul 2021 | $748.6M | $740.2M | $8.4M | 14 | 0 |
| Mar 2021 | $748.6M | $740.2M | $8.4M | 14 | 0 |
| Jun 2020 | $668.4M | $647M | $21.4M | 14 | 0 |
| Mar 2020 | $668.4M | $647M | $21.4M | 14 | 0 |
| Jan 2020 | $585.4M | $434M | $151.4M | 13 | 0 |
| Feb 2019 | $585.4M | $434M | $151.4M | 13 | 0 |
| Nov 2018 | $610.9M | $494.7M | $116.2M | 13 | 0 |
| Feb 2018 | $610.9M | $494.7M | $116.2M | 13 | 0 |
| Jul 2017 | $541.6M | $29.3M | $512.3M | 13 | 1,500 |
| Mar 2017 | $541.6M | $29.3M | $512.3M | 13 | 1,500 |
| Mar 2016 | $483.7M | $29.6M | $454.1M | 13 | 1,300 |
| Feb 2016 | $483.7M | $29.6M | $454.1M | 13 | 1,300 |
| Oct 2015 | $492.3M | $30.8M | $461.5M | 14 | 1,100 |
| Oct 2015 | $492.3M | $30.8M | $461.5M | 14 | 1,100 |
| Jun 2015 | $492.3M | $30.8M | $461.5M | 14 | 1,100 |
| Apr 2015 | $492.3M | $30.8M | $461.5M | 14 | 1,100 |
| Feb 2015 | $492.3M | $30.8M | $461.5M | 14 | 1,100 |
| Jun 2014 | $403.5M | $27.1M | $376.5M | 14 | 1,000 |
| Feb 2014 | $403.5M | $27.1M | $376.5M | 14 | 1,000 |
| Oct 2013 | $280.2M | $7.1M | $273.1M | 13 | 500 |
| May 2013 | $280.2M | $7.1M | $273.1M | 13 | 500 |
| Mar 2013 | $280.2M | $7.1M | $273.1M | 13 | 500 |
| Jan 2013 | $166M | $28.4M | $137.6M | 13 | 365 |
| Dec 2012 | $166M | $28.4M | $137.6M | 13 | 365 |
| Mar 2012 | $166M | $28.4M | $137.6M | 6 | 365 |
| May 2011 | $127.8M | $27.8M | $100M | 10 | -- |
| May 2011 | $127.8M | $27.8M | $100M | 10 | -- |
| Apr 2011 | $127.8M | $27.8M | $100M | 10 | -- |
| Dec 2003 | $0 | $0 | $0 | 10 | -- |
| Apr 2002 | $267.7M | $0 | $267.7M | 10 | -- |
DateJun 2024
Total AUM$778.5M
Discretionary$771.9M
Non-Disc.$6.6M
Employees8
Clients0
DateJan 2024
Total AUM$778.5M
Discretionary$771.9M
Non-Disc.$6.6M
Employees8
Clients0
DateFeb 2023
Total AUM$752.9M
Discretionary$745.7M
Non-Disc.$7.2M
Employees14
Clients0
DateFeb 2023
Total AUM$752.9M
Discretionary$745.7M
Non-Disc.$7.2M
Employees14
Clients0
DateSep 2022
Total AUM$878.5M
Discretionary$869.5M
Non-Disc.$9M
Employees14
Clients0
DateJun 2022
Total AUM$878.5M
Discretionary$869.5M
Non-Disc.$9M
Employees14
Clients0
DateApr 2022
Total AUM$878.5M
Discretionary$869.5M
Non-Disc.$9M
Employees14
Clients0
DateJan 2022
Total AUM$878.5M
Discretionary$869.5M
Non-Disc.$9M
Employees14
Clients0
DateJul 2021
Total AUM$748.6M
Discretionary$740.2M
Non-Disc.$8.4M
Employees14
Clients0
DateMar 2021
Total AUM$748.6M
Discretionary$740.2M
Non-Disc.$8.4M
Employees14
Clients0
DateJun 2020
Total AUM$668.4M
Discretionary$647M
Non-Disc.$21.4M
Employees14
Clients0
DateMar 2020
Total AUM$668.4M
Discretionary$647M
Non-Disc.$21.4M
Employees14
Clients0
DateJan 2020
Total AUM$585.4M
Discretionary$434M
Non-Disc.$151.4M
Employees13
Clients0
DateFeb 2019
Total AUM$585.4M
Discretionary$434M
Non-Disc.$151.4M
Employees13
Clients0
DateNov 2018
Total AUM$610.9M
Discretionary$494.7M
Non-Disc.$116.2M
Employees13
Clients0
DateFeb 2018
Total AUM$610.9M
Discretionary$494.7M
Non-Disc.$116.2M
Employees13
Clients0
DateJul 2017
Total AUM$541.6M
Discretionary$29.3M
Non-Disc.$512.3M
Employees13
Clients1,500
DateMar 2017
Total AUM$541.6M
Discretionary$29.3M
Non-Disc.$512.3M
Employees13
Clients1,500
DateMar 2016
Total AUM$483.7M
Discretionary$29.6M
Non-Disc.$454.1M
Employees13
Clients1,300
DateFeb 2016
Total AUM$483.7M
Discretionary$29.6M
Non-Disc.$454.1M
Employees13
Clients1,300
DateOct 2015
Total AUM$492.3M
Discretionary$30.8M
Non-Disc.$461.5M
Employees14
Clients1,100
DateOct 2015
Total AUM$492.3M
Discretionary$30.8M
Non-Disc.$461.5M
Employees14
Clients1,100
DateJun 2015
Total AUM$492.3M
Discretionary$30.8M
Non-Disc.$461.5M
Employees14
Clients1,100
DateApr 2015
Total AUM$492.3M
Discretionary$30.8M
Non-Disc.$461.5M
Employees14
Clients1,100
DateFeb 2015
Total AUM$492.3M
Discretionary$30.8M
Non-Disc.$461.5M
Employees14
Clients1,100
DateJun 2014
Total AUM$403.5M
Discretionary$27.1M
Non-Disc.$376.5M
Employees14
Clients1,000
DateFeb 2014
Total AUM$403.5M
Discretionary$27.1M
Non-Disc.$376.5M
Employees14
Clients1,000
DateOct 2013
Total AUM$280.2M
Discretionary$7.1M
Non-Disc.$273.1M
Employees13
Clients500
DateMay 2013
Total AUM$280.2M
Discretionary$7.1M
Non-Disc.$273.1M
Employees13
Clients500
DateMar 2013
Total AUM$280.2M
Discretionary$7.1M
Non-Disc.$273.1M
Employees13
Clients500
DateJan 2013
Total AUM$166M
Discretionary$28.4M
Non-Disc.$137.6M
Employees13
Clients365
DateDec 2012
Total AUM$166M
Discretionary$28.4M
Non-Disc.$137.6M
Employees13
Clients365
DateMar 2012
Total AUM$166M
Discretionary$28.4M
Non-Disc.$137.6M
Employees6
Clients365
DateMay 2011
Total AUM$127.8M
Discretionary$27.8M
Non-Disc.$100M
Employees10
Clients--
DateMay 2011
Total AUM$127.8M
Discretionary$27.8M
Non-Disc.$100M
Employees10
Clients--
DateApr 2011
Total AUM$127.8M
Discretionary$27.8M
Non-Disc.$100M
Employees10
Clients--
DateDec 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$267.7M
Discretionary$0
Non-Disc.$267.7M
Employees10
Clients--