Husami & Associates

Overview

Husami & Associates operates as a sole proprietorship and is classified as an independent registered investment adviser. The firm is owned and operated by an individual and combines advisory services with broker-dealer registration, insurance brokerage and accounting activities. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-assets model and hourly billing. The firm is not identified as a capital allocator, does not position itself as an ESG-focused investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices