Houten Haley Financial LLC

Overview

Houten Haley Financial LLC is a small, individually owned limited liability company that offers financial planning and portfolio management services aimed at individuals and small businesses. The firm is classified as "Unclassified" in the dataset and does not present itself as a capital allocator or a pension consultant. It is not identified as an active ESG investor, not designated as a multi-state adviser, and is not recorded as a related adviser to another firm. The firm's billing arrangements include percentage-of-AUM pricing alongside hourly and fixed-fee options, which suggests flexibility in engagement models for clients with different needs and account sizes. Advisory activities listed focus on comprehensive financial planning and discretionary or non-discretionary portfolio management for personal and small-business clients.

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Investments & Alternatives

Location & Offices