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Elizabeth Ann Ward

WALSKY INVESTMENT MANAGEMENT INC·WYOMISSING, Pennsylvania
Unclaimed Profile
2650 WESTVIEW DRIVE, WYOMISSING, PA 19610-1187CRD# 4362541Firm CRD# 106991
01

About

Elizabeth Ann Ward is a registered financial advisor based in WYOMISSING, Pennsylvania, affiliated with WALSKY INVESTMENT MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WALSKY INVESTMENT MANAGEMENT INC
WALSKY INVESTMENT MANAGEMENT INC
AUM
$117M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WALSKY INVESTMENT MANAGEMENT INC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4362541
Firm CRD# 106991
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Elizabeth Ann Ward offer?
Elizabeth Ann Ward specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WYOMISSING, Pennsylvania for a consultation.
What are Elizabeth Ann Ward's credentials?
Elizabeth Ann Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Ann Ward located?
Elizabeth Ann Ward is based in WYOMISSING, Pennsylvania, working with WALSKY INVESTMENT MANAGEMENT INC. Their office serves clients in the WYOMISSING metropolitan area and surrounding communities.
How does Elizabeth Ann Ward charge for services?
Elizabeth Ann Ward's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALSKY INVESTMENT MANAGEMENT INC?
WALSKY INVESTMENT MANAGEMENT INC has approximately 2 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WYOMISSING
Karen Louise Kleffel — INSTITUTIONAL ADVISORS LLCH Anderson Ellsworth — INSTITUTIONAL ADVISORS LLCWilliam Andrew Morgan — HERBEIN WEALTH MANAGEMENT, L.L.C.Linda Sue Himeback — HERBEIN WEALTH MANAGEMENT, L.L.C.Richard Arlen Lord — INSTITUTIONAL ADVISORS LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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