HAUSER RETIREMENT SOLUTIONS 2 LLC
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
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1ANDREW WARNING
Chief Compliance OfficerCRD 3211861
Contacts
3 of 5Jacob Beckman
Vice PresidentCRD 6937014
MARK HAUSER
Managing PartnerCRD 1108603
TAJI JACOB
Vice PresidentCRD 5011397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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