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Building 2WALSKY INVESTMENT MANAGEMENT INC

Map pinWYOMISSING, PA
Phone610-670-6918
NotebookSEC #801-124822
Total AUM
$130.2M
Employees
2
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2650 WESTVIEW DRIVE
WYOMISSING
PA 19610-1187
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
610-670-6918

ReceiptFinancials

Total AUM
$130.2M
Accounts
234
Discretionary
$130.2M
Accounts
234
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
61
AUM
$22.2M
HNW Individual Clients
40
AUM
$99M
Pension/Profit Sharing Plan Clients
2
AUM
$6.1M
Charitable Organization Clients
2
AUM
$1.7M
Corporation or Business Clients
2
AUM
$1.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAPATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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