Hauser Retirement Solutions 2 LLC

Overview

Hauser Retirement Solutions 2 LLC is an SEC-registered limited liability company (registered in 2019) that positions itself as an institutional-focused advisory firm. Its stated advisory activities emphasize pension consulting services and educational seminars/workshops. The firm reports operating on a largely non-discretionary basis and bills clients through a mix of percentage-of-AUM and fixed fees. It is not identified as an active ESG investor, and it does not report being a capital allocator or a multi-state registered adviser, despite maintaining multiple office locations. Industry affiliations noted include relationships with other investment advisers, an insurance company, and roles as sponsor/GP/managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices