Hotaling Investment Management, LLC

Hotaling Investment Management, LLC (CRD# 164270) is a financial advisory firm headquartered in Wayne, PA. They manage $174,636,700 in 387 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    387
    ACCOUNTS
  • Average Account Value
    $451,258
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 - 4 of 4 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 24 years of experience in the finance industry.

2
Patricia A. Markell
CRD#: 2879543
100 West Lancaster Avenue, Suite 105, Wayne, PA 19087
93
Wealthminder
score

Patricia Markell (CRD# 2879543) is an Investment Advisor Representative working at Hotaling Investment Management, LLC in Wayne, PA and has over 15 years of experience in the finance industry.

3
Raymond J. Masucci
CRD#: 4920368
100 West Lancaster Avenue, Suite 105, Wayne, PA 19087
87
Wealthminder
score

Raymond Masucci (CRD# 4920368) is an Investment Advisor Representative working at Hotaling Investment Management, LLC in Wayne, PA and has 1 year of experience in the finance industry.

4
Matthew J. Mulholland
CRD#: 6206049
100 West Lancaster Avenue, Suite 105, Wayne, PA 19087
87
Wealthminder
score

Matthew Mulholland (CRD# 6206049) is an Investment Advisor Representative working at Hotaling Investment Management, LLC in Wayne, PA and has 1 year of experience in the finance industry.

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