Hanlon Investment Management, Inc. is a large advisory firm based in Egg Harbor Twp.. It manages $703.65 million of regulatory assets for 5,678 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Hanlon Investment Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm also engages as advisory software services.
The assets under management (AUM) of Hanlon Investment Management, Inc. is $703.65 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1910% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hanlon Investment Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and investment companies. The largest group of clients of Hanlon Investment Management is individuals with 6,005 clients and $427.07 million of assets under management. Among the 10 most similar advisory firms, Hanlon Investment Management has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $703.65 million for 6,007 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Hanlon Investment Management doesn't advise any private funds.
The company employs 110 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 210 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Hanlon Investment Management, Inc. performs its advisory services is located at 3393 Bargaintown Road, Egg Harbor Twp., NJ 08234, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 609-601-1200 or by fax 609-601-7171. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at hanloninvest.com and its LinkedIn profile.