Erich
Hohenleitner

Mcadam LLC

CRD#7302304
Investment Advisor
in Philadelphia, PA

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About this Advisor

Erich Hohenleitner is a financial advisor working in Philadelphia, Pennsylvania with 3 years of industry experience. Hohenleitner is currently employed by Mcadam LLC. Over the course of their career, Hohenleitner has held roles at Mcadam LLC, Villanova University, Amg Aluminum, Adelphia Research Program, Mcdermott Lawn Care, LLC and Central Bucks High School West. Hohenleitner holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Pennsylvania and Texas. Mcadam LLC is a registered investment firm headquartered in Philadelphia, PA. It has offices in 59 locations and a total of 240 employees. It administers $1 billion in assets under management among its 7,779 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 7,779 customer accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets. Mcadam LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees are based on which services the firm provides the client. Fee types billed by Mcadam LLC likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1880 John F Kennedy Boulevard 16Th Floor
Philadelphia, PA 19103

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Mcadam LLC Brokerage Details

Total Assets Under Management

$1,255,471,408

PA Average: $15,833,994,310
Total Number of Employees

240

PA Average: 41
Total Number of Accounts

7,779

PA Average: 3,342
Average Account Size

$161,392

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Erich Hohenleitner Work History

Erich has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Mcadam LLC

2019 - 2019 (< 1 year)

Adelphia Research Program

2018 - 2019 (1 year)

Amg Aluminum

2017 - 2017 (< 1 year)

Mcdermott Lawn Care, LLC

2016 - 2020 (4 years)

Villanova University

2012 - 2016 (4 years)

Central Bucks High School West

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Erich Hohenleitner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mcadam LLC

Kevin Walsh
Philadelphia, PA
Cole Draper
Philadelphia, PA
Jason Watson
Philadelphia, PA
Brittany Oliveira
Philadelphia, PA
Robert Stark
Philadelphia, PA
Kristen Koonce
Philadelphia, PA
Karen Sullivan
Philadelphia, PA
Zachary Clark
Philadelphia, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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