Overview
Assets Under Management: $165 million
Headquarters: MEDFORD, NJ
Frequently Asked Questions
WOLOSHIN INVESTMENT MANAGEMENT, LLC 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 #132346), WOLOSHIN INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WOLOSHIN INVESTMENT MANAGEMENT, LLC is headquartered in MEDFORD, NJ.
According to their SEC Form ADV, WOLOSHIN INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
WOLOSHIN INVESTMENT MANAGEMENT, LLC manages $165 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, WOLOSHIN INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.18
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