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Building 2AHL INVESTMENT MANAGEMENT, INC.

Map pinWINTER PARK, FL
Phone407-740-8327
NotebookSEC #801-121430
Total AUM
$200M
Employees
3
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
427 S. NEW YORK AVE
SUITE 202
WINTER PARK
FL 32789
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
407-740-8327

ReceiptFinancials

Total AUM
$200M
Accounts
346
Discretionary
$200M
Accounts
346
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$37.4M
HNW Individual Clients
51
AUM
$153M
Charitable Organization Clients
3
AUM
$9.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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