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Hauser Retirement Solutions 2 LLC

EST. AUM
$1,214,865,035

CONTACTS
3

CLIENT ACCOUNTS
76

Firm Details

Metro area Cincinnati
CRD Number 299959
Website thehausergroup.com
Client types

Overview

Hauser Retirement Solutions 2 LLC (CRD 299959) is an SEC‑registered investment adviser headquartered at 5905 E. Galbraith Rd., Suite 9000, Cincinnati, OH 45236. As of December 31, 2024, it managed approximately $1.17 billion in non‑discretionary assets across about 92 retirement plan accounts. The firm specializes in fiduciary investment advisory services to sponsors of 401(k), 403(b), and 457 plans, offering tailored guidance through Investment Policy Statement development, RFP/benchmarking, manager selection, participant communication, and fiduciary education under ERISA standards.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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