H&A INVESTMENT MANAGER LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Washington, District of Columbia
CRD number
320765
Registered since
April 6, 2022

Firm profile

FINTRX

Overview

H&A Investment Manager LLC is a limited liability company that registered with the SEC in 2022. The firm’s organizational role centers on pooled investment vehicles: FINTRX lists H&A as a sponsor, general partner, and managing member of such vehicles rather than as a traditional retail advisory practice. Ownership is split between a domestic entity and an individual. The firm is not identified as an ESG investor, does not operate as a multi-state adviser, and is not described as a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Maria Thompson

    PresidentCRD 8069370

  • Lamont Hoffman

    Founder & ChairmanCRD 7529794

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
14 Ridge Sq NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth