Woloshin Investment Management, LLC

Woloshin Investment Management, LLC (CRD# 132346) is a financial advisory firm headquartered in Medford, NJ. They manage $58,200,000 in 700 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $83,143
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

CA, FL, GA, MA, NC, NJ, PA, TX, VA

Financial Advisors at Woloshin Investment Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Kevin H. Akulin
CRD#: 1404374
3744 Corporate Parkway, Center Valley, PA 18034
93
Wealthminder
score

Kevin Akulin (CRD# 1404374) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Center Valley, PA and has over 16 years of experience in the finance industry.

2
Walter E. Bak
CRD#: 5900328
7 Conz Street, Northampton, MA 01060
93
Wealthminder
score

Walter Bak (CRD# 5900328) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Northampton, MA and has over 5 years of experience in the finance industry.

3
Susan B. Egan
CRD#: 5188244
40 North Main Street, Medford, NJ 08055
93
Wealthminder
score

Susan Egan (CRD# 5188244) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Medford, NJ and has over 9 years of experience in the finance industry.

4
Eric T. Nelson
CRD#: 5885266
40 North Main Street, Medford, NJ 08055
90
Wealthminder
score

Eric Nelson (CRD# 5885266) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Medford, NJ and has over 4 years of experience in the finance industry.

5
Katie M. Woloshin
CRD#: 6063553
40 North Main Street, Medford, NJ 08055
90
Wealthminder
score

Katie Woloshin (CRD# 6063553) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Medford, NJ and has over 4 years of experience in the finance industry.

6
Donald S. Moser
CRD#: 1702225
40 North Main Street, Medford, NJ 08055
81
Wealthminder
score

Donald Moser (CRD# 1702225) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Medford, NJ and has over 23 years of experience in the finance industry.

7
Michael A. Woloshin
CRD#: 732640
40 North Main Street, Medford, NJ 08055
38
Wealthminder
score

Michael Woloshin (CRD# 732640) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Medford, NJ and has over 34 years of experience in the finance industry.

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