Hanlon Investment Management

Wealth Management Firm in Atlantic County, NJ

Firm Info
Address: 3393 Bargaintown Rd, Egg Harbor Township, NJ 08234, USA
Website:
Phone: (609) 601-1200

Firm Size
Assets Under Management: $691.8 million
# of Advisors: 20
# of Clients: 3,191
Client to Advisor Ratio: 160:1
Average Account Size: $216,790
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management Investment Company
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Investment Companies
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Hanlon Investment Management, Inc. Overview

Hanlon Investment Management, Inc. is a financial firm based in Egg Harbor Township, New Jersey. As a registered investment advisory firm, they provide investment advice while representing broker-dealers and insurance brokers/agents. They operate on a fee-based arrangement and have been in business since 2002. The firm offers various services, including financial planning and portfolio management for both individuals and small businesses. They also provide portfolio management for investment companies, businesses, and institutional clients. In addition, Hanlon Investment Management, Inc. offers pension consulting services and can assist in selecting other advisors. At Hanlon Investment Management, Inc., their team of experts provides clients with personalized investment advice and management services. They strive to help clients meet their financial goals and make informed decisions that benefit their individual or business situation. With over 19 years of experience, Hanlon Investment Management, Inc. has established themselves as a reliable and trustworthy financial firm.

When it comes to serving clients, HANLON INVESTMENT MANAGEMENT, INC. doesn't discriminate. The firm provides their services to a wide range of clients, including individuals, high net worth individuals, investment companies, charitable organizations, and other corporations. They understand that each of these entities has unique investment needs, which is why they tailor their approach to suit each client's requirements. As for fees, HANLON INVESTMENT MANAGEMENT, INC. offers a variety of structures based on the services provided. For example, clients who choose their portfolio management services pay a percentage of assets under management (AUM). Others may opt for hourly charges if they require consulting or financial planning services. Fixed fees are also available, particularly for projects that have a set deliverable or outcome. This approach ensures transparency and fairness in terms of compensation, as clients can clearly see what they're paying for and what they're receiving in return.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Hanlon Investment Management, Inc. is generally a portfolio size of $50,000, as stated in their Part 2 Brochure note about investment minimums. However, they do make an exception for qualified plans in which they have been hired as the investment adviser.

How This Office Can Help Atlantic County, NJ Residents

As a First Command Financial Advisor in Colorado Springs, CO, Tom Soper is committed to helping clients achieve their financial goals. He specializes in working with military personnel and their families, who often have unique financial needs and challenges. With extensive knowledge of military benefits and compensation, Tom is able to create customized financial plans that address everything from retirement planning and investment strategy to budgeting and debt management. In addition to working with military families, Tom also assists clients who are facing other common financial situations in Colorado Springs. This may include helping individuals and families establish emergency funds, prioritize debt repayment, and plan for major life events like buying a home, having children, or starting a new business. Whatever the specific financial challenges his clients are facing, Tom's goal is always to provide clear, informative advice and guidance that helps them take control of their financial future.

To view the Minimum Investment and Fee Schedule for Hanlon Investment Management, Inc., visit their Part 2 Brochure.

Services Offered by Hanlon Investment Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Hanlon Investment Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3393 Bargaintown Rd, Egg Harbor Township, NJ 08234, USA
Phone (609) 601-1200
Directions
Google My Business Reviews:
3 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 3393 BARGAINTOWN ROAD, EGG HARBOR TWP., NJ 8234, United States

This firm has no other locations.

State Registrations

Hanlon Investment Management, Inc. is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • California
  • Colorado
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kentucky
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Missouri
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Hanlon Investment Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.