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Asset ManagerRIA · CRD 132346SEC-Registered

Updated:

Woloshin Investment Management

WOLOSHIN INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser in MEDFORD, NJ, registered since 2022. The firm manages $180 million in assets,...

Overview

WOLOSHIN INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser in MEDFORD, NJ, registered since 2022. The firm manages $180 million in assets, $175 million on a discretionary basis. It has 3 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Year founded

1984

Location

Region

North America

Country

United States

City

Medford

Corporate office

Phoenix, AZ, United States

Principals

David Woloshin

Founder and Portfolio Manager

Sector focus

Financial Services

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