CRD: 165438

THE Office OF Heath O. Lauseng

Port Aransas, TX, 78373

(361) 749-1858

www.moneyandthelaw.com

$1.2M Total AUM

$1.2M Disc. AUM

-- 3Y CAGR

2 Employees

11 ADV. Clients

13 yrs Firm Age

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Firm Details

Custodian: --
Clients: --
Platforms: --
Established Date: 09-01-2012
Office Locations: 1

Office Locations

919 State Highway 361 Suite 201 Port Aransas TX

About THE Office OF Heath O. Lauseng

The Office of Heath O. Lauseng is a Port Aransas, Texas registered investment adviser founded in 2012. The firm is owned and led by Heath Orin Lauseng, Financial Planner. Specific client segments, investment approach, and product focus are not described in the provided website content or public profile data.

Team overview

-- AVG AGE

$1.2M AVG AUM / ADVISOR

$109.4K AVG AUM / CLIENT

13.9 yrs AVG TENURE

2 Employees

1 Advisory Reps

1 RIA Reps

13yrs Firm Age

Insights

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Owner & Executives

HEATH ORIN LAUSENG

Financial Planner, Owner

CRD: #2778548
Ownership: 75% or more

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Contacts

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

No AUM history available

Category	Assets	AVG. Account size
Discretionary	$1,203,378	--
Non-Discretionary	$0	--
Total	$1,203,378	--

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