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Susan Bochnowski Egan

WOLOSHIN INVESTMENT MANAGEMENT, LLC·MEDFORD, New Jersey
Unclaimed Profile
40 NORTH MAIN STREET, MEDFORD, NJ 08055CRD# 5188244Firm CRD# 132346
01

About

Susan Bochnowski Egan is a registered financial advisor based in MEDFORD, New Jersey, affiliated with WOLOSHIN INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WOLOSHIN INVESTMENT MANAGEMENT, LLC
WOLOSHIN INVESTMENT MANAGEMENT, LLC
AUM
$130M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WOLOSHIN INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5188244
Firm CRD# 132346
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Bochnowski Egan offer?
Susan Bochnowski Egan specializes in Financial Planning, Investment Management. Contact their office in MEDFORD, New Jersey for a consultation.
What are Susan Bochnowski Egan's credentials?
Susan Bochnowski Egan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Bochnowski Egan located?
Susan Bochnowski Egan is based in MEDFORD, New Jersey, working with WOLOSHIN INVESTMENT MANAGEMENT, LLC. Their office serves clients in the MEDFORD metropolitan area and surrounding communities.
How does Susan Bochnowski Egan charge for services?
Susan Bochnowski Egan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOLOSHIN INVESTMENT MANAGEMENT, LLC?
WOLOSHIN INVESTMENT MANAGEMENT, LLC has approximately 3 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MEDFORD
Patricia Feeney — BRETON FINANCIAL, INC.Roseann Bove — BRETON FINANCIAL, INC.Michael Allan Woloshin — WOLOSHIN INVESTMENT MANAGEMENT, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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