Walsky Investment Management Inc.

Walsky Investment Management Inc. (CRD# 106991) is a financial advisory firm headquartered in Wyomissing, PA. They manage $116,997,451 in 222 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2650 Westview Drive, Wyomissing, PA 19610
https://www.walsky.com
By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    222
    ACCOUNTS
  • Average Account Value
    $527,016
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
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, PA, TX

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

Craig Hafer (CRD# 4587391) is an Investment Advisor Representative working at Walsky Investment Management Inc. in Wyomissing, PA and has over 21 years of experience in the finance industry.

2
Elizabeth Ward, financial advisor Wyomissing PA
Elizabeth A. Ward
CRD#: 4362541
2650 Westview Dr., Wyomissing, PA 19610

Elizabeth Ward (CRD# 4362541) is an Investment Advisor Representative working at Walsky Investment Management Inc. in Wyomissing, PA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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