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).
Total Assets Under Management163MILLION
Total Number of Accounts382ACCOUNTS
Average Account Value$426,846
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, MA, NJ, NY, PA
Bruce Hotaling (CRD# 1675606) is an Investment Advisor Representative working at Hotaling Investment Management, LLC in Wayne, PA and has over 24 years of experience in the finance industry.