Hanlon Investment Management, Inc.
Hanlon Investment Management, Inc. (CRD# 118851) is a financial advisory firm headquartered in Egg Harbor Twp., NJ. They manage $663,463,076 in 3,839 accounts and serve the financial needs of clients across 50 states (or territories).
Total Assets Under Management663MILLION
Total Number of Accounts3,839ACCOUNTS
Average Account Value$172,822
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
John Hanlon (CRD# 1092690) is an Investment Advisor Representative working at Hanlon Investment Management, Inc. in Egg Harbor Twp, NJ and has over 38 years of experience in the finance industry. John Hanlon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kevin Looser (CRD# 1973866) is an Investment Advisor Representative working at Hanlon Investment Management, Inc. in Lakeview, OH and has over 16 years of experience in the finance industry.
Aaron Williams (CRD# 6862309) is an Investment Advisor Representative working at Hanlon Investment Management, Inc. in Egg Harbor Twp., NJ and has over 2 years of experience in the finance industry.