Overview
Assets Under Management: $165 million
Headquarters: MEDFORD, NJ
High-Net-Worth Clients: 3
Average Client Assets: $49 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.01
Average High-Net-Worth Client Assets: $49 million
Total Client Accounts: 849
Discretionary Accounts: 843
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 132346
Filing ID: 1946327
Last Filing Date: 2025-03-26 10:07:00
Website: https://woloshinllc.com