RIA Intel›Advisers›New Jersey›HOUSEN FINANCIAL GROUP, INC.

HOUSEN FINANCIAL GROUP, INC.

Advisory

N·MANASQUAN, NJ

Data as of Mar 27, 2014 · Source: SEC Form ADV

Total AUM

$634M

1-Year AUM Growth

+20.4%

3-Year CAGR

+17.6%

Employees

7

Assets Under Management

Total AUM$634M

Discretionary AUM$9M

Non-Discretionary AUM$625M

Discretionary %1.4%

Total Clients—

Team

Total Employees7

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record17

First FilingFeb 5, 2008

Latest FilingMar 27, 2014

🔒 Full AUM trend chart and 17 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HOUSEN FINANCIAL GROUP, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.