Hotaling Investment Management is an investment advisor in Wayne with $353.21 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
461257330
SEC advisor number
801-77009
FINRA CRD number
164270
AUM ?
$299.78 mm
(as of 27 Mar 23)
Accounts
582
(as of 27 Mar 23)
Employees
5
(3 investment advisory or research)
Address
Hotaling Investment Management
100 WEST LANCASTER AVE., SUITE 105
WAYNE
PA 19087
100 WEST LANCASTER AVE., SUITE 105
WAYNE
PA 19087
Phone
6106880616
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21
13F-HR
Quarterly holdings report by institutional manager
4 Aug 21
13F-HR
Quarterly holdings report by institutional manager
11 May 21
13F-HR
Quarterly holdings report by institutional manager
22 Jan 21
13F-HR
Quarterly holdings report by institutional manager
4 Nov 20