Hauser Retirement Solutions 2 LLC

RIASEC RegisteredEst. 2019

Total AUM

$1.2B

Discretionary

$0

0% of AUM

Avg account

$16M

Accounts

76

Employees

5

Advisory reps

6

Firm details

Headquarters: Cincinnati, Ohio
CRD number: 299959
Registered since: August 15, 2019
Website: www.thehausergroup.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans100%
Services: Pension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hauser Retirement Solutions 2 LLC operates as an institutional registered investment adviser focused on retirement-plan related advisory work. The firm offers pension consulting services and runs educational seminars and workshops for plan sponsors and institutional clients. Its billing combines asset-based fees and fixed-fee arrangements rather than transactional or commission-based pricing. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds100%

Owners & executives

1 of 1

Andrew Warning
Chief Compliance OfficerCRD 3211861

Contacts

3 of 5

Jacob Beckman
Vice PresidentCRD 6937014
Mark Hauser
Managing PartnerCRD 1108603
Taji Jacob
Vice PresidentCRD 5011397

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area: Cincinnati-Wilmington-Maysville, OH-KY-IN
Region: Midwest
County: Hamilton
Address: 5905 E Galbraith Rd
Time zone: ET (UTC-5)
Office locations

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