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Home > Retirement Planners > florida > winter park > AHL INVESTMENT MANAGEMENT, INC.
AHL INVESTMENT MANAGEMENT, INC.
427 S. New York Ave
Suite 202
Winter Park, Florida 32789
Tel: 407-740-8327
About AHL INVESTMENT MANAGEMENT, INC.
AHL INVESTMENT MANAGEMENT, INC, formally registered with the SEC as AHL INVESTMENT MANAGEMENT, INC. The firm was established in 06/07/2021. They have over 1 offices throughout the country.
AHL INVESTMENT MANAGEMENT, INC. is a Winter Park, Florida based Financial Planning firm with nearly $200,041,338 assets under management, offering retirement planning & investment advisory services to 346 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120593 |
| SEC# | 801-121430 |
| Assets Managed by Firm | $200,041,338 |
| No. of Clients | 346 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 346 | $200,041,338 |
| Individuals (other than high net worth individuals) | 85 | $37,399,511 |
| High net worth individuals | 51 | $153,026,200 |
| Charitable organizations | 3 | $9,615,627 |
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