Woloshin Investment Management, LLC
Woloshin Investment Management, LLC (CRD# 132346) is a financial advisory firm headquartered in Medford, NJ. They manage $130,023,294 in 815 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management130MILLION
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Total Number of Accounts815ACCOUNTS
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Average Account Value$159,538
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, CA, DE, FL, GA, MA, MD, NJ, PA, TX, VA
Katie Corsetto (CRD# 6063553) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Medford, NJ and has over 11 years of experience in the finance industry.
Susan Egan (CRD# 5188244) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Medford, NJ and has over 17 years of experience in the finance industry.
Michael Woloshin (CRD# 732640) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Medford, NJ and has over 42 years of experience in the finance industry.