DH
CFA
DH
CFA

David Hauser

3 Years of Experience
Detroit, MI

David Hauser is a CFA-designated registered investment advisor at Bricktown Capital, LLC, based in Detroit, MI, with 3 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $12B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
11 advisors
Number of Clients
29 clients
Average Client Portfolio
$405.3M average
Assets Under Management
$11.8B

Fee Structure

Investment management only (planning not offered)

Bricktown Capital's fees are based on the value of the assets they manage and the type of investment. Fees are calculated quarterly. Accounts managed by outside managers are not charged Bricktown fees.

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Location

600 E. Lafayette Blvd, Detroit, MI, 48226

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bricktown Capital, LLC
June 2022 - Present · 3 yrs 10 mos
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
David Hauser - Financial Advisor | TrueAdvisor