Unclaimed Profile

Eric Oaks Kallen

HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.·FAIRHOPE, Alabama

Clean recordHAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.

50 SOUTH CHURCH STREET, FAIRHOPE, AL 36532-2350CRD# 2719419Firm CRD# 106454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Oaks Kallen · FAIRHOPE, AL

Registration

CRD #2719419 · HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.

AUM

$396M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. →

Services

Portfolio management (individuals)

Pension consulting

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2719419

Firm CRD# 106454

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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