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| Happy Holidays!! thanks for using AUM13F!! |
| Hauser Retirement Solutions 2 LLC
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|---|---|
| CRD # | 299959 |
| SEC # | 801-117147 |
| CIK # | |
| AUM | $1.2 B (2025-02-19) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 513-745-9200 |
| Address | 5905 E Galbraith Rd, Suite 9000 Cincinnati, OH 45236 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 92 | 1,170.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 92 | 1,170.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 92 | 1,170.4 |
| Total | 92 | 1,170.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,170.4 | |
| Total | 92 | 1,170.4 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Hauser Retirement Solutions 2 LLC
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|
OH | 1.2 |
|
HPE Capital Management II LLC
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|
OH | 0.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CIM Investment Management Inc
✚
|
PA | 1.2 |
|
TRPC Advisory Services Inc
✚
|
TN | 1.1 |
|
RV Kuhns & Associates Inc
✚
|
OR | 0.8 |
|
Investment Performance Services LLC
✚
|
GA | 0.7 |
|
Capvisor Associates LLC
✚
|
0.7 | |
|
Consequent Capital Management LLC
✚
|
GA | 0.6 |
|
Sherman Portfolios LLC
✚
|
ID | 0.6 |
|
Bridge Capital Advisors
✚
|
TX | 0.5 |
|
Investrust Consulting LLC
✚
|
OK | 0.5 |
|
Wheeler Retirement Plans LLC
✚
|
MN | 0.5 |