Woloshin Investment Management, LLC is a highly reputable investment advisory firm located in Medford, NJ. With a dedicated team of three experienced professionals, they offer comprehensive investment advisory services to their diverse clientele. The firm manages an impressive average of approximately $36,460,000 in assets under management per investment advisor.
With a focus on providing tailored solutions, Woloshin Investment Management, LLC offers a variety of compensation structures to meet the unique needs of their clients. These structures include a percentage of assets under management and fixed fees, ensuring transparency...
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Assets Under Mgmt
$109.39M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Educational seminars/workshops
Other: INVESTMENT CONSULTING
Other Business Activities
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of self-regulatory organizations rules
Disciplined by self-regulatory organization or commodities exchange
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