THE FAUSER GROUP, LLC
Firm details
- Headquarters
- MERCER ISLAND, Washington
- CRD number
- 282351
- Registered since
- March 27, 2020
- Website
- fausergroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.96%
- Individuals34.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Fauser Group, LLC is an independent, SEC-registered registered investment adviser that began registration in 2020 and is owned by an individual. The firm serves individuals and families, and it provides financial planning and portfolio management for individuals and small businesses. Its primary fee model is a percentage of assets under management, and it also operates as an insurance broker with an industry affiliation to an insurance company. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds100%
Contacts
1 of 1MICHAEL FAUSER
OwnerCRD 2695008
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MERCER ISLAND, WA
KING
Location
MERCER ISLAND, WA
Headquartered in MERCER ISLAND, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 3040 78th Ave SE
- Time zone
- PT (UTC-8)
- Office locations
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