WOLOSHIN INVESTMENT MANAGEMENT, LLC

40 North Main Street
Medford, New Jersey 08055
Tel: 609-654-9700

About WOLOSHIN INVESTMENT MANAGEMENT, LLC

WOLOSHIN INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as WOLOSHIN INVESTMENT MANAGEMENT, LLC. The firm was established in 07/07/2022. They have over 1 offices throughout the country.

WOLOSHIN INVESTMENT MANAGEMENT, LLC is a Medford, New Jersey based Financial Planning firm with nearly $130,023,294 assets under management, offering retirement planning & investment advisory services to 815 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132346
SEC#	801-126037
Assets Managed by Firm	$130,023,294
No. of Clients	815
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops
Other (INVESTMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	815	$130,023,294
Individuals (other than high net worth individuals)	355	$120,926,408
High net worth individuals	Fewer than 5 clients	$9,096,886

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