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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| HOTALING, BRUCE, T | I | MANAGING MEMBER, CCO | E | Control |
| MOHR, AMY | I | MANAGING MEMBER, CCO | E | Control |
Registrations
Federal
IA
Mar 27, 2023 REGISTERED
Notice Filings (9)
CA CO FL MA NH NJ NY PA TX
Address
100 WEST LANCASTER AVENUESUITE 105
WAYNE, PA 19087
United States
Phone: 610-688-0616