Kiho
Choi
Haussmann Financial Inc
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About this Advisor
Kiho Choi is a financial advisor who works out of Lake Forest, California with a total of 26 years of industry experience. Choi is an employee of Haussmann Financial Inc. During their career, Choi has held roles at Securities America, Inc, Kiho Choi and Haussmann Financial Inc. Choi holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Haussmann Financial Inc is a company that has its headquarters in Lake Forest, CA. The investment advisory business has a total of 14 financial advisors. It handles $753 million in assets under management between its 2,080 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 2,080 client accounts, just 12% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually vary depending on which services are provided. However, fee types charged by Haussmann Financial Inc most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Haussmann Financial Inc Brokerage Details
$752,881,399
14
2,080
$361,962
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kiho Choi Work History
Kiho has been registered as a financial advisor for 26 years.*
Securities America, Inc
Haussmann Financial Inc
Kiho Choi
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kiho Choi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Haussmann Financial Inc
Lake Forest, CA
Lake Forest, CA
Lake Forest, CA
Lake Forest, CA
Lake Forest, CA
Lake Forest, CA
Lake Forest, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
