Haussmann Financial

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

23201 Lake Center Dr Ste 300, Lake Fores...

Phone Number

(949) 250-4973

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Haussmann Financial

Haussmann Financial is a financial advisory firm dedicated to helping clients achieve their financial goals, including retirement planning, wealth preservation, and estate planning. They focus on building long-term relationships through open communication and personalized service, catering to individuals at various stages of their financial journey. Their services are designed for anyone seeking financial freedom and confidence, including small business owners and families. The firm emphasizes the importance of understanding clients' unique situations and risk tolerances to create tailored financial strategies.Explore more
Haussmann Financial's Social MediaPopular SearchesHaussmann Financial IncHaussmann FinancialHaussmannfinancialHaussmann FinanceHaussmann Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Haussmann Financial Org Chart

PhoneEmail
EB
United States flag for contact location.

Director, Public Relations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Haussmann Financial

<$5M
11-50
Private
<$5M
1996
EB
Erin BaldiDirector, Public Relations
<$5M
1-10
Private
-
2008
MM
Michael McFarlandPresident & CEO
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
-
TS
Tony SmithManaging Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Haussmann Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Haussmann Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Haussmann Financial.

Haussmann Financial financials insights

Gather financial insights about Haussmann Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Haussmann Financial's Financials Insights

Haussmann Financial Tech Stack

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Haussmann Financial News & Media

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Frequently Asked Questions Regarding Haussmann Financial

What is Haussmann Financial's official website?
Haussmann Financial's official website is www.haussmannfinancial.com
What is Haussmann Financial's Revenue?
Haussmann Financial's revenue is <$5 Million
What is Haussmann Financial's SIC code?
Haussmann Financial's SIC: 62,628
What is Haussmann Financial's NAICS code?
Haussmann Financial's NAICS: 52,523
How many employees does Haussmann Financial have?
Haussmann Financial has 11-50 employees
What industry does Haussmann Financial belong to?
Haussmann Financial is in the industry of: Finance, Securities Trading
What is Haussmann Financial competition?
Haussmann Financial top competitors include: Murphy Wealth Management, JNM Financial Services, JLB Wealth Management Group, Nobile Hinchey Private Wealth Management
What technology does Haussmann Financial use?
Some of the popular technologies that Haussmann Financial uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, FMG Suite
How do I contact Haussmann Financial?
Haussmann Financial contact info: Phone number: (949) 250-4973 Website: www.haussmannfinancial.com
What does Haussmann Financial do?

Haussmann Financial is a financial advisory firm dedicated to helping clients achieve their financial goals, including retirement planning, wealth preservation, and estate planning. They focus on building long-term relationships through open communication and personalized service, catering to individuals at various stages of their financial journey... . Their services are designed for anyone seeking financial freedom and confidence, including small business owners and families. The firm emphasizes the importance of understanding clients' unique situations and risk tolerances to create tailored financial strategies.Read More

What are Haussmann Financial social media links?
Haussmann Financial Linkedin page Haussmann Financial Facebook page
Is Haussmann Financial a public company?
Haussmann Financial is private company therefore does not currently have an official ticker symbol
See more information about Haussmann Financial

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