WALSKY INVESTMENT MANAGEMENT INC

2650 Westview Drive
Wyomissing, Pennsylvania 19610-1187
Tel: 610-670-6918

About WALSKY INVESTMENT MANAGEMENT INC

WALSKY INVESTMENT MANAGEMENT INC, formally registered with the SEC as WALSKY INVESTMENT MANAGEMENT INC. The firm was established in 04/29/2022. They have over 1 offices throughout the country.

WALSKY INVESTMENT MANAGEMENT INC is a Wyomissing, Pennsylvania based Financial Planning firm with nearly $116,997,451 assets under management, offering retirement planning & investment advisory services to 222 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106991
SEC#	801-124822
Assets Managed by Firm	$116,997,451
No. of Clients	222
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	222	$116,997,451
Individuals (other than high net worth individuals)	65	$25,331,376
High net worth individuals	32	$84,447,192
Pension and profit sharing plans	Fewer than 5 clients	$4,924,579
Charitable organizations	Fewer than 5 clients	$1,389,407
Corporations or other businesses	Fewer than 5 clients	$904,897

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