Claim Profile
MH

Mark Logan Hodge

WALTHAUSEN & CO., LLC·MALTA, New York
Unclaimed Profile
2691 ROUTE 9, MALTA, NY 12020-4319CRD# 1242706Firm CRD# 144996
01

About

Mark Logan Hodge is a registered financial advisor based in MALTA, New York, affiliated with WALTHAUSEN & CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
WALTHAUSEN & CO., LLC
WALTHAUSEN & CO., LLC
AUM
$489M
Regulatory assets under management
Employees
8
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1242706
Firm CRD# 144996
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MALTA?

Browse all registered financial advisors in MALTA, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mark Logan Hodge offer?
Mark Logan Hodge specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MALTA, New York for a consultation.
What are Mark Logan Hodge's credentials?
Mark Logan Hodge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Logan Hodge located?
Mark Logan Hodge is based in MALTA, New York, working with WALTHAUSEN & CO., LLC. Their office serves clients in the MALTA metropolitan area and surrounding communities.
How does Mark Logan Hodge charge for services?
Mark Logan Hodge'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 WALTHAUSEN & CO., LLC?
WALTHAUSEN & CO., LLC has approximately 8 employees and manages $489M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty