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THE KLAUSMAN GROUP

KLAUSMAN, HENRY MARTIN

CRD 286505

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$24.7M

Discretionary AUM

$20.1M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-01-13

Disciplinary history

Yes

Verify reputation

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals28$10.4M

Official SEC filing: View on IAPD