WOLOSHIN INVESTMENT MANAGEMENT, LLC

MEDFORD, New Jersey·2 registered advisors·CRD# 132346
SEC# 801-1260370609-654-9700
01

Firm Overview

AUM
$130M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WOLOSHIN INVESTMENT MANAGEMENT, LLC

2 registered advisors
Michael Allan Woloshin
MEDFORD, New Jersey
Susan Bochnowski Egan
MEDFORD, New Jersey
05

Office Locations

MEDFORD, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. WOLOSHIN INVESTMENT MANAGEMENT, LLC (CRD# 132346) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.