Housen Financial Group, Inc. (Manasquan)

Name: Housen Financial Group, Inc.
Address: 229 East Main Street, Manasquan, NJ, 08736
Telephone: 732-223-5505

Housen Financial Group, Inc. is a large advisory firm based in Manasquan. It manages $633.51 million of regulatory assets for 2,146 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida, Massachusetts, New Jersey, and 5 other states.

Housen Financial Group provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Housen Financial Group: assets under management

The assets under management (AUM) of Housen Financial Group, Inc. is $633.51 million. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.74 million in discretionary accounts and $624.77 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $224.05 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $296.52 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Housen Financial Group, Inc. for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Housen Financial Group, Inc.

Christopher Robert Housen has been acting as President since 1 Feb 1994. Christopher Alan Lukas joined the executive team most recently as the Director Of Compliance.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Robert Housen	President	1 Feb 1994	75% - 100%	2147247
Christopher Alan Lukas	Chief compliance officer	1 Jan 2008	Other	3249836
Christopher Alan Lukas	Director of compliance	1 Feb 2011	Other	3249836

Based in Manasquan

The principal office where Housen Financial Group, Inc. performs its advisory services is located at 229 East Main Street, Manasquan, NJ 08736, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 732-223-5505 or by fax 732-223-3640. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.housenfinancial.com.