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Michele Hallman

COMMUNITY INVESTMENT PARTNERS, INC.·BETHESDA, Maryland
Unclaimed Profile
7315 WISCONSIN AVENUE, BETHESDA, MD 20814CRD# 6049714Firm CRD# 153643
01

About

Michele Hallman is a registered financial advisor based in BETHESDA, Maryland, affiliated with COMMUNITY INVESTMENT PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
COMMUNITY INVESTMENT PARTNERS, INC.
COMMUNITY INVESTMENT PARTNERS
AUM
$56M
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at COMMUNITY INVESTMENT PARTNERS, INC. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6049714
Firm CRD# 153643
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michele Hallman offer?
Michele Hallman specializes in Retirement Planning, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.
What are Michele Hallman's credentials?
Michele Hallman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michele Hallman located?
Michele Hallman is based in BETHESDA, Maryland, working with COMMUNITY INVESTMENT PARTNERS, INC.. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Michele Hallman charge for services?
Michele Hallman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMUNITY INVESTMENT PARTNERS, INC.?
COMMUNITY INVESTMENT PARTNERS, INC. has approximately 33 employees and manages $56M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BETHESDA
Lisa Hall — COMMUNITY INVESTMENT PARTNERS, INC.Carol Boynton Atwood — COMMUNITY INVESTMENT PARTNERS, INC.Scott Pownall Billings — BILLINGS CAPITAL MANAGEMENT LLCDavid Gordon Meeker — HULL STREET ENERGY, LLCHumphrey Yeboah Mensah — COMMUNITY INVESTMENT PARTNERS, INC.
Nearby cities in Maryland
BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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