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Donald Williams

HANLON INVESTMENT MANAGEMENT, INC.·EGG HARBOR TWP., New Jersey
HANLON INVESTMENT MANAGEMENT, INC.
3393 BARGAINTOWN ROAD, EGG HARBOR TWP., NJ 08234CRD# 4257940Firm CRD# 118851

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Williams · EGG HARBOR TWP., NJ
Registration
CRD #4257940 · HANLON INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Donald Williams is a registered financial advisor based in EGG HARBOR TWP., New Jersey, affiliated with HANLON INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VESTGEN INVESTMENT MANAGEMENT, LLC
HANLON INVESTMENT MANAGEMENT, INC.
AUM
$607M
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at VESTGEN INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4257940
Firm CRD# 118851
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Williams offer?
Donald Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EGG HARBOR TWP., New Jersey for a consultation.
What are Donald Williams's credentials?
Donald Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Williams located?
Donald Williams is based in EGG HARBOR TWP., New Jersey, working with HANLON INVESTMENT MANAGEMENT, INC.. Their office serves clients in the EGG HARBOR TWP. metropolitan area and surrounding communities.
How does Donald Williams charge for services?
Donald Williams's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HANLON INVESTMENT MANAGEMENT, INC.?
HANLON INVESTMENT MANAGEMENT, INC. has approximately 26 employees and manages $607M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HANLON INVESTMENT MANAGEMENT, INC.

Dierdre A Downham
EGG HARBOR TWP., NJ
Christopher Adamo
EGG HARBOR TWP., NJ
John Joseph Hanlon
EGG HARBOR TWP., NJ
Thomas James Ericson
EGG HARBOR TWP., NJ

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Research
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