Ahl Investment Management, Inc.

Ahl Investment Management, Inc. (CRD# 120593) is a financial advisory firm headquartered in Winter Park, FL. They manage $91,336,858 in 290 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $314,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Ahl Investment Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Richard A. Ahl, Jr
CRD#: 4538903
427 S. New York Ave Suite 202, Winter Park, FL 32789
96
Wealthminder
score

Richard Ahl, Jr (CRD# 4538903) is an Investment Advisor Representative working at Ahl Investment Management, Inc. in Winter Park, FL and has over 17 years of experience in the finance industry.

2
Robert W. Coleman
CRD#: 3203113
427 S. New York Ave Suite 202, Winter Park, FL 32789
93
Wealthminder
score

Robert Coleman (CRD# 3203113) is an Investment Advisor Representative working at Ahl Investment Management, Inc. in Winter Park, FL and has over 13 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.