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Walsky Investment Management Inc

● SEC registered since 2022CRD 106991SEC# 801-124822Wyomissing, PA
Export (members)
Reg. AUM
$122.3M
Employees
2
Accounts
227
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 $122.3 million in regulatory assets under management and employs 2 people.

Walsky Investment Management Inc owners & executives

2 reported
NameTitleOwnershipSince
Craig Douglas Hafer ControlChairman, President & TreasurerOver 75%2012
Elizabeth Ann Ward ControlVice-President, Secretary, & Chief Compliance OfficerUnder 5%2000

Frequently asked questions

How much does Walsky Investment Management Inc manage?

Walsky Investment Management Inc reports $122.3 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

Address2650 Westview Drive, Wyomissing, PA 19610-1187
Phone610-670-6918
Fax610-670-6937
Office hours9:00 a.m.-5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$122.3M
Non-discretionary$0
Total (RAUM)$122.3M