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
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • 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

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth