Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > washington > mercer island > THE FAUSER GROUP, LLC
THE FAUSER GROUP, LLC
3040 78th Ave Se
#591
Mercer Island, Washington 98040
Tel: 206-466-2542
About THE FAUSER GROUP, LLC
THE FAUSER GROUP, LLC, formally registered with the SEC as THE FAUSER GROUP, LLC. The firm was established in 03/27/2020. They have over 1 offices throughout the country.
THE FAUSER GROUP, LLC is a Mercer Island, Washington based Financial Planning firm with nearly $217,735,021 assets under management, offering retirement planning & investment advisory services to 858 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282351 |
| SEC# | 801-118322 |
| Assets Managed by Firm | $217,735,021 |
| No. of Clients | 858 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 858 | $217,735,021 |
| Individuals (other than high net worth individuals) | 161 | $143,980,141 |
| High net worth individuals | 66 | $73,754,880 |
More Retirement Planning firms in Mercer Island, Washington:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
Explore More Retirement Advisors in Mercer Island, Washington