Overview
Assets Under Management: $130 million
Headquarters: WYOMISSING, PA
High-Net-Worth Clients: 40
Average Client Assets: $2.5 million
Frequently Asked Questions
WALSKY INVESTMENT MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106991), WALSKY INVESTMENT MANAGEMENT INC is subject to fiduciary duty under federal law.
WALSKY INVESTMENT MANAGEMENT INC is headquartered in WYOMISSING, PA.
WALSKY INVESTMENT MANAGEMENT INC serves 40 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, WALSKY INVESTMENT MANAGEMENT INC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
WALSKY INVESTMENT MANAGEMENT INC manages $130 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, WALSKY INVESTMENT MANAGEMENT INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.08%
Average Client Assets: $2.5 million
Total Client Accounts: 234
Discretionary Accounts: 234
Regulatory Filings
CRD Number: 106991
Filing ID: 2049335
Last Filing Date: 2026-03-12 17:19:59