RIA Intel›Advisers›Texas›LAUSENG, HEATH ORIN

LAUSENG, HEATH ORIN

Advisory

PORT ARANSAS, TX

Data as of Feb 7, 2017 · Source: SEC Form ADV

Rank in TX

#2,663

of 2,813 advisers by AUM

Average account

$48K

across 25 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 7, 2017.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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