Walsky Investment Management Inc
● SEC registered since 2022CRD 106991SEC# 801-124822Wyomissing, PA
Reg. AUM
$130.2M
Employees
2
Accounts
234
Location
Wyomissing, PA
Walsky Investment Management Inc assets under management
Walsky Investment Management Inc is a registered investment adviser overseen by the SEC based in Wyomissing, PA. The firm has been registered since 2022. It reports $130.2 million in regulatory assets under management and employs 2 people.
Walsky Investment Management Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Douglas Hafer Control | Chairman, President & Treasurer | Over 75% | 2012 |
| Elizabeth Ann Ward Control | Vice-President, Secretary, & Chief Compliance Officer | Under 5% | 2000 |
Frequently asked questions
How much does Walsky Investment Management Inc manage?
Walsky Investment Management Inc reports $130.2 million in regulatory assets under management on its Form ADV.
How many employees does Walsky Investment Management Inc have?
Walsky Investment Management Inc reports 2 employees.
Where is Walsky Investment Management Inc located?
Walsky Investment Management Inc is based in Wyomissing, PA and has been SEC-registered since 2022.
Does Walsky Investment Management Inc disclose fund performance?
Walsky Investment Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2650 Westview Drive, Wyomissing, PA 19610-1187 |
| Phone | 610-670-6918 |
| Fax | 610-670-6937 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$130.2M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$130.2Mregulatory AUM
Discretionary $130.2M