Lauseng, Heath Orin
State-registered
Investment Adviser · Boutique (under $100M)
CRD 165438
· Port Aransas, TX
· WWW.MONEYANDTHELAW.COM
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ADV data as of Feb 07, 2017
- Regulatory AUM
- $1.2M
- Discretionary
- $1.2M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 25
- Employees
- 2
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/07/2017 | 993 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 07, 2017.
View current Form ADV (SEC/IAPD) ↗