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.
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 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.
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.
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.