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Wendy Weller Ahl

AHL INVESTMENT MANAGEMENT, INC.·WINTER PARK, Florida
Unclaimed Profile
427 S. NEW YORK AVE, WINTER PARK, FL 32789CRD# 4538905Firm CRD# 120593
01

About

Wendy Weller Ahl 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# 4538905
Firm CRD# 120593
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Wendy Weller Ahl offer?
Wendy Weller Ahl specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WINTER PARK, Florida for a consultation.
What are Wendy Weller Ahl's credentials?
Wendy Weller Ahl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy Weller Ahl located?
Wendy Weller Ahl 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 Wendy Weller Ahl charge for services?
Wendy Weller Ahl'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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Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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