WALSKY INVESTMENT MANAGEMENT INC

RIASEC RegisteredEst. 2022

Total AUM

$130M

Discretionary

$130M

100% of AUM

Avg account

$556K

Accounts

234

Employees

Advisory reps

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

FINTRX

Overview

Walsky Investment Management Inc. is an independent, SEC-registered registered investment adviser (since 2022) owned by an individual and organized as a corporation. The firm serves both individual and family clients as well as institutional accounts, charging advisory fees as a percentage of assets under management. Its advisory activities include discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the publication of periodicals or newsletters. Walsky does not identify as an active ESG investor and is not reported as a multi-state adviser.