Ahl Investment Management, Inc.

Ahl Investment Management, Inc. (CRD# 120593) is a financial advisory firm headquartered in Winter Park, FL. They manage $179,284,514 in 349 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

427 S. New York Ave, Suite 202, Winter Park, FL 32789

By the Numbers

Total Assets Under Management

179

MILLION
Total Number of Accounts

349

ACCOUNTS
Average Account Value

$513,709

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, NY, TX

Financial Advisors at Ahl Investment Management, Inc.

Showing 1 - 2 of 2 top financial advisors.

Richard A. Ahl

CRD#: 4538903

427 S. New York Ave, Suite 202, Winter Park, FL 32789

Richard Ahl (CRD# 4538903) is an Investment Advisor Representative working at Ahl Investment Management, Inc. in Winter Park, FL and has over 24 years of experience in the finance industry.

Robert W. Coleman

CRD#: 3203113

427 S. New York Ave, Suite 202, Winter Park, FL 32789

Robert Coleman (CRD# 3203113) is an Investment Advisor Representative working at Ahl Investment Management, Inc. in Winter Park, FL and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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