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Amy Mohr

PELOTON INVESTMENT MANAGEMENT, LLC·WAYNE, Pennsylvania
Unclaimed Profile
222 E BEECHTREE LANE, WAYNE, PA 19087CRD# 6062818Firm CRD# 164270
01

About

Amy Mohr is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with PELOTON INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
HOTALING INVESTMENT MANAGEMENT, LLC
HOTALING INVESTMENT MANAGEMENT, LLC
AUM
$300M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at HOTALING INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6062818
Firm CRD# 164270
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy Mohr offer?
Amy Mohr specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WAYNE, Pennsylvania for a consultation.
What are Amy Mohr's credentials?
Amy Mohr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Mohr located?
Amy Mohr is based in WAYNE, Pennsylvania, working with PELOTON INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does Amy Mohr charge for services?
Amy Mohr'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 PELOTON INVESTMENT MANAGEMENT, LLC?
PELOTON INVESTMENT MANAGEMENT, LLC has approximately 5 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Robert Michael Mitchell — CONESTOGA CAPITAL ADVISORS, LLCWilliam Conaway Martindale — ADONDO CORPORATIONDuane Randall Dorazio — CONESTOGA CAPITAL ADVISORS, LLCMichelle Lynn Patterson — CONESTOGA CAPITAL ADVISORS, LLCRichard John Pinola — GPS INVESTMENT GROUP LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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