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).

Current Firm Details
40 North Main Street, Medford, NJ 08055
https://twitter.com/mwoloshininvest?lang=en
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    815
    ACCOUNTS
  • Average Account Value
    $159,538
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
The map below shows states where this firm has explicit registration only.

AL, CA, DE, FL, GA, MA, MD, NJ, PA, TX, VA

Financial Advisors at Woloshin Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Katie Corsetto, financial advisor Medford NJ
Katie W. Corsetto
CRD#: 6063553
40 North Main Street, Medford, NJ 08055

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.

2
Susan Egan, financial advisor Medford NJ
Susan B. Egan
CRD#: 5188244
40 North Main Street, Medford, NJ 08055

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.

3
Michael Woloshin, financial advisor Medford NJ
Michael A. Woloshin
CRD#: 732640
40 North Main Street, Medford, NJ 08055

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.

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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