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, privately owned registered investment adviser that provides fee-based portfolio management for individuals, families, small businesses and institutional clients. The firm, which became SEC-registered in 2022, charges clients on a percentage-of-AUM basis and lists advisory services that include discretionary portfolio management for individuals and businesses, pension consulting and the publication of investment periodicals or newsletters. Walsky does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm is not structured as a capital allocator; instead it works with third-party managers for certain alternative exposures and relies on custodial relationships to hold client assets.
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
Elizabeth Ward
Vice PresidentCRD 4362541
Craig Hafer
Chairman and PresidentCRD 4587391
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$646K in ETFs
0%
$0
0%
$646K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB GOVERNMENT MONEY MARKET ETF (SGVT) | Schwab | $323K | 3,206 | 50.00% |
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
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