$82.6M Total AUM
$82.6M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail
- Platforms
- Vector vertexValue
- Established Date
- 04-04-2006
- Office Locations
- 1
Office Locations
-- Orlando FL
About Empire Financial Group, LLC
Empire Financial Group, LLC (Haus Financial) is an Orlando, FL founder-led RIA serving retail clients, with an emphasis on business owners. The firm pairs investment management and asset-allocation portfolios with financial planning, including tax, estate/legacy, insurance, and charitable planning. Portfolios primarily use public funds and ETFs; custody includes TradePMR.
Team overview
-- AVG AGE
$82.6M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
20.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Matrix wave Value glacier Crest meridian Unison Element Unison
Client Personas
Pathway
Investment Themes
Insight eagle
Investment Vehicles
Value momentum
Services
Foundation Radial Catalyst Timber peak Quantum harbor Beacon Value
Technology
Horizon Radial element
Owner & Executives
B
BARRETT HAUS
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5087042
- Ownership
- 75% or more
(247) 509-7819
atlas.ember@signalcapital.com
in linkedin.com/in/summit-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $82,600,000
Public Funds:
49.4% Equity - Exchange:
27.3% Cash:
23.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,312,519,853 | 49.4% |
| Equity - Exchange | $725,339,919 | 27.3% |
| Cash | $619,063,007 | 23.3% |
| Total | $2,656,922,779 | 100.0% |