WOLOSHIN INVESTMENT MANAGEMENT, LLC of MEDFORD, NJ is an SEC-registered investment adviser (CRD 132346). Regulatory assets under management: $180.4M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Michael Allan Woloshin | MANAGING MEMBER | — |
| Susan Bochnowski Egan | CHIEF COMPLIANCE OFFICER | — |
| WOLOSHIN MICHAEL ALLAN | MANAGING MEMBER | — |
| EGAN SUSAN BOCHNOWSKI | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |