RIA Intel›Advisers›Pennsylvania›HOTALING INVESTMENT MANAGEMENT, LLC

HOTALING INVESTMENT MANAGEMENT, LLC

Advisory

N·WAYNE, PA

Data as of Mar 27, 2023 · Source: SEC Form ADV

Total AUM
$300M
1-Year AUM Growth
-15.1%
3-Year CAGR
+6.6%
Employees
3
Assets Under Management
Total AUM$300M
Discretionary AUM$300M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record23
First FilingAug 1, 2012
Latest FilingMar 27, 2023
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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