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HOTALING INVESTMENT MANAGEMENT, LLC
HOTALING INVESTMENT MANAGEMENT, LLC
WAYNE, Pennsylvania
·
1 registered advisor
·
CRD# 164270
SEC# 801-77009
0
610-688-0616
01
Firm Overview
AUM
$300M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at HOTALING INVESTMENT MANAGEMENT, LLC
1 registered advisor
Amy Mohr
WAYNE, Pennsylvania
CRD# 6062818
05
Office Locations
WAYNE, Pennsylvania
1 advisor
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Data sourced from SEC Form ADV filings. HOTALING INVESTMENT MANAGEMENT, LLC (CRD# 164270) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.