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WOLOSHIN INVESTMENT MANAGEMENT, LLC
Tel: 609-654-9700
40 North Main Street Medford, New Jersey 08055
WOLOSHIN INVESTMENT MANAGEMENT, LLC
WOLOSHIN INVESTMENT MANAGEMENT, LLC is a Medford, New Jersey based financial advisory firm with nearly $130,023,294 in assets under management and provides investment advisory services for 815 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops , Other (INVESTMENT CONSULTING)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
132346
SEC#:
801-126037
No. of Clients:
815
Assets under Management
$130,023,294
No. of Advisors:
3
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