Hotaling Investment Management, LLC

Hotaling Investment Management, LLC (CRD# 164270) is a financial advisory firm headquartered in Wayne, PA. They manage $163,055,236 in 382 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    382
    ACCOUNTS
  • Average Account Value
    $426,846
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, CO, FL, MA, NJ, NY, PA

Financial Advisors at Hotaling Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bruce T. Hotaling
CRD#: 1675606
100 West Lancaster Avenue, Suite 105, Wayne, PA 19087
96
Wealthminder
score

Bruce Hotaling (CRD# 1675606) is an Investment Advisor Representative working at Hotaling Investment Management, LLC in Wayne, PA and has over 23 years of experience in the finance industry.

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