VESTGEN INVESTMENT MANAGEMENT, LLC

HANLON INVESTMENT MANAGEMENT, INC.

EGG HARBOR TWP., New Jersey·5 registered advisors·CRD# 118851

SEC# 801-608890609-601-1200

01

Firm Overview

AUM

$607M

Regulatory assets under management

Employees

26

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at VESTGEN INVESTMENT MANAGEMENT, LLC

5 registered advisors

Christopher Adamo

EGG HARBOR TWP., New Jersey

Dierdre A Downham

EGG HARBOR TWP., New Jersey

Donald Williams

EGG HARBOR TWP., New Jersey

John Joseph Hanlon

EGG HARBOR TWP., New Jersey

Thomas James Ericson

EGG HARBOR TWP., New Jersey

05

Office Locations

EGG HARBOR TWP., New Jersey

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Data sourced from SEC Form ADV filings. VESTGEN INVESTMENT MANAGEMENT, LLC (CRD# 118851) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.