HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.

50 South Church Street
Suite C
Fairhope, Alabama 36532-2350
Tel: 251-928-8999

About HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.

HAYEK KALLEN INVESTMENT MANAGEMENT LLC, formally registered with the SEC as HAYEK KALLEN INVESTMENT MANAGEMENT LLC. The firm was established in 07/03/1985. They have over 2 offices throughout the country.

HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. is a Fairhope, Alabama based Financial Planning firm with nearly $396,356,000 assets under management, offering retirement planning & investment advisory services to 213 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106454
SEC#	801-23973
Assets Managed by Firm	$396,356,000
No. of Clients	213
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	213	$396,356,000
Individuals (other than high net worth individuals)	190	$239,883,000
High net worth individuals	19	$148,300,000
Pension and profit sharing plans	Fewer than 5 clients	$1,654,000
Charitable organizations	Fewer than 5 clients	$43,000
Corporations or other businesses	Fewer than 5 clients	$6,476,000

More Retirement Planning firms in Fairhope, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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