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Ahl Investment Management, Inc.

CRD 120593SEC# 801-121430Winter Park, FL
Export (members)
No longer SEC-registered. Ahl Investment Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$200M
Employees
3
Accounts
346
Location
Winter Park, FL

Ahl Investment Management, Inc. assets under management

Ahl Investment Management, Inc. is an investment advisory firm registered with the SEC based in Winter Park, FL. It reports $200 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Ahl Investment Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Richard A Ahl ControlPresident, Director, Shareholder25-50%1999
Robert William Coleman ControlChief Compliance Officer, Vice President, Shareholder10-25%2023
Wendy Weller Ahl ControlShareholder25-50%1999

Frequently asked questions

How much does Ahl Investment Management, Inc. manage?

Ahl Investment Management, Inc. reports $200 million in regulatory assets under management on its Form ADV.

How many employees does Ahl Investment Management, Inc. have?

Ahl Investment Management, Inc. reports 3 employees.

Where is Ahl Investment Management, Inc. located?

Ahl Investment Management, Inc. is based in Winter Park, FL.

Does Ahl Investment Management, Inc. disclose fund performance?

Ahl Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address427 S. New York Ave, Suite 202, Winter Park, FL 32789
Office hours8:30a.m.-5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$200M
Non-discretionary$0
Total (RAUM)$200M