Woloshin Investment Management, LLC
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Overview
Woloshin Investment Management, LLC is located at 40 North Main Street, Medford, NJ. The firm employs 3 financial advisors to manage client portfolios and provide financial guidance. Woloshin Investment Management, LLC is not a registered broker-dealer.
Woloshin Investment Management, LLC oversees $130.0 million in assets under management across 815 accounts, all of which are discretionary. The services offered include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The firm caters to retail investors, with retail investors being the largest client type by accounts. The fee structure at Woloshin Investment Management, LLC includes asset-based and fixed fees.
Woloshin Investment Management, LLC is registered in the states of Alabama, California, Delaware, Florida, Georgia, Maryland, Massachusetts, New Jersey, Pennsylvania, Texas, and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Woloshin Investment Management, LLC by the Numbers
$130.0 million
3
815
$159.5 thousand
Products and Services
Woloshin Investment Management, LLC offers multiple financial services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. However, Woloshin Investment Management, LLC did not provide any of its clients with financial planning services in the prior fiscal year. The Firm is engaged in selling products or offering services aside from investment advisory services to its customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually are based on the type of financial services offered. Fees charged by Woloshin Investment Management, LLC can consist of any blend of the following fee structures: asset-based or fixed. The firm does participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to retail investors. Woloshin Investment Management, LLC's biggest client type by number of accounts is retail investors.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Woloshin Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Woloshin Investment Management, LLC
Medford, NJ
Medford, NJ
Medford, NJ
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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