HOTALING INVESTMENT MANAGEMENT, LLC
CRD #164270 SEC #801-77009 WAYNE, PA 610-688-0616
SEC Registered
Total AUM
$299.8M
Discretionary
$299.8M
Employees
5
Clients
101
Accounts
582
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $299.8M | $299.8M | $0 | 5 | 0 |
| Jan 2023 | $353.2M | $353.2M | $0 | 6 | 0 |
| Mar 2022 | $353.2M | $353.2M | $0 | 6 | 0 |
| Mar 2021 | $294.8M | $294.8M | $0 | 5 | 0 |
| Nov 2020 | $247.5M | $247.5M | $0 | 5 | 0 |
| Jun 2020 | $247.5M | $247.5M | $0 | 5 | 0 |
| Mar 2020 | $247.5M | $247.5M | $0 | 5 | 0 |
| Oct 2019 | $210.7M | $194.6M | $16.1M | 5 | 0 |
| Mar 2019 | $210.7M | $194.6M | $16.1M | 5 | 0 |
| Mar 2018 | $213.2M | $213.2M | $0 | 5 | 0 |
| Feb 2017 | $174.6M | $174.6M | $0 | 4 | 200 |
| Mar 2016 | $163.1M | $163.1M | $0 | 5 | 200 |
| Sep 2015 | $238.8M | $216.3M | $22.6M | 6 | 200 |
| Mar 2015 | $232.2M | $166.3M | $65.9M | 5 | 200 |
| Jun 2014 | $145.7M | $145.7M | $0 | 4 | 100 |
| Mar 2014 | $145.7M | $145.7M | $0 | 4 | 100 |
| Oct 2013 | $154.5M | $144.7M | $9.8M | 4 | 100 |
| Sep 2013 | $154.5M | $144.7M | $9.8M | 4 | 100 |
| Mar 2013 | $154.5M | $144.7M | $9.8M | 4 | 100 |
| Dec 2012 | $107M | $107M | $0 | 3 | 0 |
| Nov 2012 | $107M | $107M | $0 | 3 | 0 |
| Oct 2012 | $0 | $0 | $0 | 3 | 0 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2023
Total AUM$299.8M
Discretionary$299.8M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$353.2M
Discretionary$353.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$353.2M
Discretionary$353.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$294.8M
Discretionary$294.8M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$247.5M
Discretionary$247.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$247.5M
Discretionary$247.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$247.5M
Discretionary$247.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$210.7M
Discretionary$194.6M
Non-Disc.$16.1M
Employees5
Clients0
DateMar 2019
Total AUM$210.7M
Discretionary$194.6M
Non-Disc.$16.1M
Employees5
Clients0
DateMar 2018
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2017
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees4
Clients200
DateMar 2016
Total AUM$163.1M
Discretionary$163.1M
Non-Disc.$0
Employees5
Clients200
DateSep 2015
Total AUM$238.8M
Discretionary$216.3M
Non-Disc.$22.6M
Employees6
Clients200
DateMar 2015
Total AUM$232.2M
Discretionary$166.3M
Non-Disc.$65.9M
Employees5
Clients200
DateJun 2014
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees4
Clients100
DateMar 2014
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees4
Clients100
DateOct 2013
Total AUM$154.5M
Discretionary$144.7M
Non-Disc.$9.8M
Employees4
Clients100
DateSep 2013
Total AUM$154.5M
Discretionary$144.7M
Non-Disc.$9.8M
Employees4
Clients100
DateMar 2013
Total AUM$154.5M
Discretionary$144.7M
Non-Disc.$9.8M
Employees4
Clients100
DateDec 2012
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees3
Clients0
DateNov 2012
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees3
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0