Woloshin Investment Management, LLC
● SEC registered since 2022CRD 132346SEC# 801-126037Medford, NJ
Reg. AUM
$180.4M
Employees
3
Accounts
835
Location
Medford, NJ
Woloshin Investment Management, LLC assets under management
Woloshin Investment Management, LLC operates as an SEC-registered investment adviser based in Medford, NJ. The firm has been registered since 2022. It reports $180.4 million in regulatory assets under management and employs 3 people.
Woloshin Investment Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Allan Woloshin Control | Managing Member | Over 75% | 2004 |
| Susan Bochnowski Egan | Chief Compliance Officer | Under 5% | 2014 |
Frequently asked questions
How much does Woloshin Investment Management, LLC manage?
Woloshin Investment Management, LLC reports $180.4 million in regulatory assets under management on its Form ADV.
How many employees does Woloshin Investment Management, LLC have?
Woloshin Investment Management, LLC reports 3 employees.
Where is Woloshin Investment Management, LLC located?
Woloshin Investment Management, LLC is based in Medford, NJ and has been SEC-registered since 2022.
Does Woloshin Investment Management, LLC disclose fund performance?
Woloshin Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 40 North Main Street, Medford, NJ 08055 |
| Phone | 609-654-9700 |
| Fax | 609-654-2777 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$180.4M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$180.4Mregulatory AUM
Discretionary $175MNon-discretionary $5.4M