1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WOLOSHIN INVESTMENT MANAGEMENT, LLC

Map pinMEDFORD, NJ
Phone609-654-9700
NotebookSEC #801-126037
Total AUM
$180.4M
Employees
3
Clients
411

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 NORTH MAIN STREET
MEDFORD
NJ 08055
United States
Operating Hours
9:00A.M. - 5:00P.M.
Monday - Friday
Phone
609-654-9700

ReceiptFinancials

Total AUM
$180.4M
Accounts
835
Discretionary
$175M
Accounts
828
Non-Discretionary
$5.4M
Accounts
7

ContactClients

View more in analytics →

Individual Clients
361
AUM
$156M
HNW Individual Clients
1
AUM
$19M
Other Clients
49
AUM
$5.4M
Description of Other Clients
401K PLANS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALCADEFLGAMAMDNJPATXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account