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WALSKY INVESTMENT MANAGEMENT INC
CRD 106991 · SEC 801-124822
2650 WESTVIEW DRIVE, WYOMISSING, PA, 19610-1187, United States
Phone
610-670-6918
Fax
610-670-6937
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$130.2M
Discretionary AUM
$130.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $22.2M |
| High net worth individuals | 40 | $99.0M |
| Pension/profit sharing plans | 2 | $6.1M |
| Charitable organizations | 2 | $1.7M |
| Corporations/business entities | 2 | $1.1M |
States served
MA, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD