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Andrea Lauren Penn

AHL INVESTMENT MANAGEMENT, INC.·WINTER PARK, Florida
Unclaimed Profile
427 S. NEW YORK AVE, WINTER PARK, FL 32789CRD# 2472651Firm CRD# 120593
01

About

Andrea Lauren Penn is a registered financial advisor based in WINTER PARK, Florida, affiliated with AHL INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AHL INVESTMENT MANAGEMENT, INC.
AHL INVESTMENT MANAGEMENT, INC.
AUM
$179M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at AHL INVESTMENT MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2472651
Firm CRD# 120593
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrea Lauren Penn offer?
Andrea Lauren Penn specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WINTER PARK, Florida for a consultation.
What are Andrea Lauren Penn's credentials?
Andrea Lauren Penn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrea Lauren Penn located?
Andrea Lauren Penn is based in WINTER PARK, Florida, working with AHL INVESTMENT MANAGEMENT, INC.. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.
How does Andrea Lauren Penn charge for services?
Andrea Lauren Penn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AHL INVESTMENT MANAGEMENT, INC.?
AHL INVESTMENT MANAGEMENT, INC. has approximately 3 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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