Hausman Advisors, LLC (Portland)

Hausman Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hausman Advisors: assets under management

The assets under management (AUM) of Hausman Advisors, LLC is $37.15 million. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $7.61 million in discretionary accounts and $29.54 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $317.07 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $101.16 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hausman Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Portland

The principal office where Hausman Advisors, LLC performs its advisory services is located at 10260 Sw Greenburg Road, Portland, OR 97223 The mailing address of the firm is Po Box 1788, Hood River, OR 97031. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-922-3010 or by fax 503-922-4118. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.hausmanadvisors.com.

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