Hanlon Investment Management revenue is $3.9 million
Hanlon Investment Management team size is 46 employees
Hanlon Investment Management
How Hanlon Investment Management hit $3.9M Revenue
Ownerb and operator of an asset management and technology company intended to take care of day to day financial activites. The company's platform include the Hanlon tactical models, Hanlon all-weather models, mutual funds and managed accounts and its streamlined and unified system delivers customer relationship management, financial planning, portfolio accounting, data download and reconciliation, reporting, model creation and management, trade preparation, tax-sensitive rebalancing, aggregation, a client portal with document vaults and an advisor portal, enabling clients to eliminate the need for disparate systems and the challenges they bring.
Hanlon Investment Management Revenue
In 2022, Hanlon Investment Management revenue run rate hit $3.9M in revenue.
Hanlon Investment Management hit $3.9M in revenue in 2021
Hanlon Investment Management launched in 1999 with $0 revenue
Hanlon Investment Management Funding History
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Hanlon Investment Management has 46 total employees and 5 sales reps that carry a quota.
Total team size
CEO and Co-CIO of Hanlon Investment Management, which I founded in 1999. Prior to founding Hanlon Investment Management in 1999, I worked at Merrill Lynch and Paine Webber in their wealth management divisions. I have led Hanlon Investment Management to become a vertically integrated wealth management provider, with a nationwide presence, of investment management and financial planning for individuals, families, businesses and other investment entity types. These services are delivered on both a wholesale and retail level.
I have served on the advisory board of various financial services companies and am an active investor in, and advisor to, numerous private equity and venture capital investments.
I am a member of the Stevens Institute of Technology Board of Trustees, the former Chair of the Investment Committee, the current Chair of the Finance Committee, and Chairman of the Advisory Board for the Hanlon Financial Systems Center at Stevens. I graduated with a B.E. in Mechanical Engineering from Stevens and later earned a Certified Financial Planner (CFP®) designation. I am a member of the Stockton University Financial Planning Advisory Board.
Married to Cathy in 1990, we have two successful adult children, John and Erin, and enjoy spending time with immediate and extended family, especially at the beach in New Jersey. I am an avid golfer and enjoy an active exercise program.
Cathy and I believe in giving back, and through the Sean and Cathy Hanlon Foundation support many worthy causes including hunger, education, health, veterans, homelessness, animal care and more.
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Hanlon Investment Management has 0 customers.
Average Annual Price
Hanlon Investment Management has an annual churn rate of 0.00%.