Overview
Assets Under Management: $300 million
Headquarters: WAYNE, PA
High-Net-Worth Clients: 88
Average Client Assets: $3.0 million
Frequently Asked Questions
HOTALING INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164270), HOTALING INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HOTALING INVESTMENT MANAGEMENT, LLC is headquartered in WAYNE, PA.
HOTALING INVESTMENT MANAGEMENT, LLC serves 88 high-net-worth clients according to their SEC filing dated March 27, 2023. View client details ↓
According to their SEC Form ADV, HOTALING INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
HOTALING INVESTMENT MANAGEMENT, LLC manages $300 million in client assets according to their SEC filing dated March 27, 2023.
According to their SEC Form ADV, HOTALING INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.01%
Average Client Assets: $3.0 million
Total Client Accounts: 582
Discretionary Accounts: 582
Regulatory Filings
CRD Number: 164270
Filing ID: 1729465
Last Filing Date: 2023-03-27 19:20:00