Hanlon is an innovative, New Jersey based, asset management firm with more than 20+ years experience partnering with planning minded financial advisors in delivering personal & proven outcomes to clients nationally. We have dedicated our two decades of service to providing comprehensive wealth management solutions for retail clients and specific investment solutions for advisors and their clients, making us uniquely experienced and qualified to understand the needs of clients and advisors. Our world-class managed account and wealth management platform provides a single sign-on front, middle and back-office solution, and includes an extensive list of proprietary and third-party investment management solutions. Through our total solution workstation, advisors can access daily updated accounts from a select list of custodian, see intraday account activity, open accounts with an innuitive investment proposal tool and receive unlimited account aggregation. In addition, we provide a next-generation income planning process allowing you and your clients to create an interactive, personal written income plan with customized investment execution. Delivering and enabling successful client outcomes is our business and passion.
View Top Employees from Hanlon Investment ManagementWebsite | http://www.hanlon.com |
Employees | 35 (35 on RocketReach) |
Founded | 1999 |
Address | 3393 Bargaintown Rd., Egg Harbor Township, New Jersey 08234, US |
Phone | (609) 601-1200 |
Fax | (609) 601-7171 |
Industry | Financial Services, Investment Banking, Mutual Funds, Finance, FinTech, Brokerage Accounts, Insurance, Managing Retirement Plans, Market Research, Turnkey Asset Management Platform, Data and Analytics, Design |
SIC | SIC Code 67 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52392 Companies, NAICS Code 523920 Companies, NAICS Code 523930 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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35 people are employed at Hanlon Investment Management.
Hanlon Investment Management is based in Egg Harbor Township, New Jersey.
The NAICS codes for Hanlon Investment Management are [5239, 52392, 523920, 523930, 52393, 52, 523].
The SIC codes for Hanlon Investment Management are [67, 62].