3393 Bargaintown Road
Egg Harbor Twp., New Jersey 08234
Tel: 609-601-1200
HANLON INVESTMENT MANAGEMENT, INC, formally registered with the SEC as HANLON INVESTMENT MANAGEMENT, INC. The firm was established in 02/11/2002. They have over 1 offices throughout the country.
HANLON INVESTMENT MANAGEMENT, INC. is a Egg Harbor Twp., New Jersey based Financial Planning firm with nearly $607,498,471 assets under management, offering retirement planning & investment advisory services to 2759 clients. The firm is staffed with 26 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118851 |
| SEC# | 801-60889 |
| Assets Managed by Firm | $607,498,471 |
| No. of Clients | 2759 |
| No. of Advisors | 26 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2759 | $607,498,471 |
| Individuals (other than high net worth individuals) | 2290 | $173,640,302 |
| High net worth individuals | 75 | $43,071,983 |
| Pension and profit sharing plans | 50 | $8,555,934 |
| Corporations or other businesses | 38 | $12,617,253 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,014,741,753,029 | 1021 | 1705 | |
| $691,908,159,462 | 1840565 | 61 | |
| $499,516,358,508 | 637 | 925 | |
| $458,191,510,749 | 46332 | 1483 | |
| $315,351,503,018 | 167 | 558 |
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