Walsky Investment Management Inc.

Walsky Investment Management Inc. (CRD# 106991) is a financial advisory firm headquartered in Wyomissing, PA. They manage $62,128,404 in 138 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $450,206
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, PA

Financial Advisors at Walsky Investment Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Craig D. Hafer
CRD#: 4587391
2650 Westview Dr., Wyomissing, PA 19610
93
Wealthminder
score

Craig Hafer (CRD# 4587391) is an Investment Advisor Representative working at Walsky Investment Management Inc. in Wyomissing, PA and has over 14 years of experience in the finance industry.

2
Elizabeth A. Ward
CRD#: 4362541
2650 Westview Dr., Wyomissing, PA 19610
93
Wealthminder
score

Elizabeth Ward (CRD# 4362541) is an Investment Advisor Representative working at Walsky Investment Management Inc. in Wyomissing, PA and has over 16 years of experience in the finance industry.

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