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Eric Oaks Kallen

HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.·FAIRHOPE, Alabama
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50 SOUTH CHURCH STREET, FAIRHOPE, AL 36532-2350CRD# 2719419Firm CRD# 106454
01

About

Eric Oaks Kallen is a registered financial advisor based in FAIRHOPE, Alabama, affiliated with HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
AUM
$396M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. →
Services
Portfolio management (individuals)
Pension consulting
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2719419
Firm CRD# 106454
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric Oaks Kallen offer?
Eric Oaks Kallen specializes in Investment Management, Retirement Planning. Contact their office in FAIRHOPE, Alabama for a consultation.
What are Eric Oaks Kallen's credentials?
Eric Oaks Kallen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Oaks Kallen located?
Eric Oaks Kallen is based in FAIRHOPE, Alabama, working with HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.. Their office serves clients in the FAIRHOPE metropolitan area and surrounding communities.
How does Eric Oaks Kallen charge for services?
Eric Oaks Kallen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.?
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. has approximately 3 employees and manages $396M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FAIRHOPE
Fredrick Steven Hayek — HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.Margaret S Allison — HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.Ransome Spottswood Foose — HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.Daniel Scott Mcleod — BROWN MCLEOD, INCJoshua Wyatt Lancaster — BROWN MCLEOD, INC
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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