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Home > Retirement Planners > new jersey > medford > WOLOSHIN INVESTMENT MANAGEMENT, LLC
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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