Walsky Investment Management Inc (Wyomissing)

Name: Walsky Investment Management Inc
Address: 2650 Westview Drive, Wyomissing, PA, 19610 1187
Telephone: 610-670-6918

Walsky Investment Management Inc is an adviser based in Wyomissing. It manages $49.5 million of regulatory assets for 127 client accounts. It has been registered with the SEC as an adviser since 2001.

Walsky Investment Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Walsky Investment Management: assets under management

The assets under management (AUM) of Walsky Investment Management Inc is $49.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $49.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $389.76 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Walsky Investment Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Walsky Investment Management Inc

Lawrence Walsky has been acting as President since 1 Apr 1996. Craig Douglas Hafer joined the executive team most recently as the Chairman, President & Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lawrence Walsky	President	1 Apr 1996	75% - 100%	2733086
Priscilla Kelting Walsky	Secretary/treasurer	1 Apr 1996	Other	4364032
Elizabeth Ann Ward	Vice-president	1 Apr 2000	Other	4362541
Craig Douglas Hafer	Vice president	1 Aug 2002	Other	4587391
Lawrence Alphonse Walsky	Chairman	1 Jan 2009	75% - 100%	2733086
Craig Douglas Hafer	President	1 Jan 2009	Other	4587391
Craig Douglas Hafer	Chairman, president & treasurer	1 Jan 2012	75% - 100%	4587391

Based in Wyomissing

The principal office where Walsky Investment Management Inc performs its advisory services is located at 2650 Westview Drive, Wyomissing, PA 19610 1187, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-670-6918 or by fax 610-670-6937. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.walsky.com.