WOLOSHIN INVESTMENT MANAGEMENT, LLC is a Medford, New Jersey based financial advisory firm with nearly $116,458,400 in assets under management and provides investment advisory services for 710 clients. There are currently 3 financial advisors at the firm.
General Information |
| Firm CRD#: | 132346 | |
| SEC#: | 801-126037 | |
| Assets under Management: | $116,458,400 | |
| No. of Clients: | 710 | |
| No. of Advisors: | 3 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Selection of Other Advisors, Educational seminars/workshops | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| SAX WEALTH ADVISORS, LLC | 119193 | 801-68788 | 2404 | 13 | $1,360,874,502 |
| WEALTH MANAGEMENT ASSOCIATES, INC. | 117606 | 801-79993 | 1883 | 15 | $522,124,442 |
| ALLIANCE WEALTH MANAGEMENT GROUP, LLC | 169573 | 801-78935 | 946 | 17 | $356,174,269 |
| IBEX WEALTH ADVISORS, LLC | 168674 | 801-78971 | 894 | 8 | $676,979,913 |
| OMEGA CAPITAL MANAGEMENT, LLC | 129167 | 801-120681 | 566 | 2 | $114,637,772 |
| BECKERMAN INSTITUTIONAL, LLC | 142480 | 801-120898 | 454 | 4 | $149,253,596 |
| TA CAPITAL MANAGEMENT, LLC | 169326 | 801-78797 | 264 | 3 | $283,005,406 |
| UNIO CAPITAL LLC | 166483 | 801-108533 | 219 | 5 | $275,352,293 |
| PGIM QUANTITATIVE SOLUTIONS | 129752 | 801-62692 | 121 | 213 | $115,334,997,467 |
| BC ADVISORS, LLC | 142982 | 801-67595 | 111 | 7 | $4,360,105,631 |
| ALTMAN INVESTMENT MANAGEMENT LLC | 113832 | 801-60387 | 60 | 5 | $113,709,424 |
| CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC | 165763 | 801-107502 | 46 | 3 | $205,993,475 |
| ASSET MANAGEMENT CONSULTING SERVICES, INC. | 128793 | 801-62460 | 9 | 2 | $138,362,851 |
| SENSUS INVESTMENT MANAGEMENT | 145961 | 801-68660 | 8 | 1 | $56,853,123 |
| E&P ASSET MANAGEMENT USA, INC. | 166672 | 801-85167 | 5 | 9 | $540,980,212 |
| SP PARTNERS | 161483 | 801-73613 | 3 | 2 | $34,854,000 |