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Houseman Financial LLC
HOUSEMAN FINANCIAL LLC is an SEC-registered investment adviser in NEW FREEDOM, PA. It has 1 employee and 1 investment adviser. The firm is based in NEW...
Houseman Financial LLC
HOUSEMAN FINANCIAL LLC is an SEC-registered investment adviser in NEW FREEDOM, PA. It has 1 employee and 1 investment adviser. The firm is based in NEW FREEDOM, PA.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
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Frequently asked questions
What is Houseman Financial LLC's regulatory status?
Houseman Financial LLC is registered with the SEC as a registered investment advisor (RIA), based on public filings. This status subjects the firm to fiduciary duties and periodic reporting requirements. The exact registration date is not publicly specified.
Does Houseman Financial LLC have a disclosed AUM?
No, Houseman Financial LLC has not publicly disclosed its assets under management (AUM). The firm does not appear in industry directories or major publications, and no financial reports are available in the public domain.
Who runs Houseman Financial LLC?
The principal(s) of Houseman Financial LLC are not publicly named in media or regulatory filings. SEC ADV forms may list the firm's details, but specific individual names were not found in this analysis.
What services does Houseman Financial LLC provide?
As an SEC-registered RIA, Houseman Financial LLC likely offers investment management, financial planning, and advisory services to clients. The exact scope of services is not detailed in public sources.
Where is Houseman Financial LLC located?
The firm's headquarters city is not disclosed in publicly available records. SEC registration indicates a US-based entity, but the specific state or city is not confirmed.
Is Houseman Financial LLC related to any larger financial group?
There is no public evidence suggesting Houseman Financial LLC is part of a larger financial group or family office. It appears to be a standalone RIA based on available information.
How does Houseman Financial LLC's investment approach differ?
Due to limited public disclosure, the firm's unique investment approach is unknown. As an SEC-registered advisor, it operates under a fiduciary standard, but specific strategies are not documented.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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