About Hotaling Investment Management, LLC Established in 2003, Hotaling Investment Management (HIM) creates and manages custom investment portfolios and financial plans for a select clientele - wealthy families, entrepreneurs and independent women. HIM's experienced team educates and empowers each client according to your individual needs and goals so that you can remain invested, trusting Hotaling Investment Management to guide you in secure steps along your financial path. Founder Bruce Hotaling has 20 years in the investment industry and holds the Chartered Financial Analyst (CFA) designation, earned through the completion of a rigorous course of professional study. Since it was first introduced in 1963, the Chartered Financial Analyst (CFA) designation has become one of the most respected and recognized investment credentials in the world.
View Top Employees from Hotaling Investment Management, LLC.Website | http://hotalingllc.com/ |
Revenue | $1 million |
Employees | 7 (7 on RocketReach) |
Address | 100 West Lancaster Ave Suite 105, Wayne, Pennsylvania 19087, US |
Phone | (610) 688-0616 |
Fax | (610) 688-1117 |
Technologies |
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Industry | Investment Management, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The Hotaling Investment Management, LLC. annual revenue was $1 million in 2024.
7 people are employed at Hotaling Investment Management, LLC..
Hotaling Investment Management, LLC. is based in Wayne, Pennsylvania.
The NAICS codes for Hotaling Investment Management, LLC. are [523, 52393, 5239, 52].
The SIC codes for Hotaling Investment Management, LLC. are [62, 628].