Walsky Investment Management Inc
Firm details
- Headquarters
- Wyomissing, Pennsylvania
- CRD number
- 106991
- Registered since
- April 29, 2022
- Website
- walsky.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.08%
- Individuals17.05%
- Pension & Profit Sharing Plans4.7%
- Charitable Organizations1.34%
- Corporations / Businesses0.82%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Walsky Investment Management Inc. is an independent, SEC-registered registered investment adviser (registered in 2022) organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients and charges advisory fees as a percentage of assets under management. Its stated advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the publication of periodicals or newsletters. The firm is not identified as an active ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Cash & Cash Equivalents22%
- Public Funds/Mutual Funds1%
Contacts
2 of 2
Craig Hafer
Chairman and PresidentCRD 4587391
Elizabeth Ward
Vice PresidentCRD 4362541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$323K in ETFs
0%
$0
0%
$323K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB GOVERNMENT MONEY MARKET ETF (SGVT) | Schwab | $323K | 3,206 | 100.00% |
Location
Wyomissing, PA
Berks
Location
Wyomissing, PA
Headquartered in Wyomissing, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Berks
- Address
- 2650 Westview Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Schuylkill Financial, LLC
RIAWyomissing, PA
Financial Planning Advisors Inc.
RIAWyomissing, PA
Berkshire Advisors, Inc.
RIAWyomissing, PA
Atlas Wealth Partners LLC
RIAWyomissing, PA
Alliance Financial
RIAWyomissing, PA
Weik Capital Management
RIAWyomissing, PA