| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Allan Woloshin Control | Managing Member | Over 75% | 2004 |
| Susan Bochnowski Egan | Chief Compliance Officer | Under 5% | 2014 |
Woloshin Investment Management, LLC reports $165.5 million in regulatory assets under management on its Form ADV.
Woloshin Investment Management, LLC reports 3 employees.
Woloshin Investment Management, LLC is based in Medford, NJ and has been SEC-registered since 2022.
Woloshin Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $162.5M |
| Non-discretionary | $3M |
| Total (RAUM) | $165.5M |