Updated:
Welinsky and Welinsky CPAs
Welinsky and Welinsky CPAs is a ria; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for private-markets...
Overview
WELINSKY AND WELINSKY CPAS is a state-registered investment adviser in CLIFFSIDE PARK, NJ. The firm has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
What asset classes does the firm invest in?
Welinsky deploys capital across three primary asset classes: public equities, private credit, and direct real estate. The public-equity allocation is concentrated in dividend-paying, large-cap US stocks. The private-credit sleeve participates in senior-debt facilities backed by private-equity sponsors. The real-estate portfolio consists of net-leased medical-office properties in the Midwest.
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