This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-25-2000
- Office Locations
- 1
Office Locations
About Walsky Investment Management INC
Walsky Investment Management is a Pennsylvania RIA providing private wealth management for individuals, families, and select institutions. Portfolios emphasize dividend-paying companies for long-term growth and rising income, implemented largely with ETFs. The team is known for hands-on support on complex transactions and publishes a quarterly research newsletter by president Craig Hafer (also a WEEU radio host). Custodies with Schwab and commits 5% of pre-tax profits to environmental causes.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CRAIG DOUGLAS HAFER
Chairman, Investment Advisor, President, TREASURER
- CRD
- #4587391
- Ownership
- 75% or more
ELIZABETH ANN WARD
Chief Compliance Officer, Investment Advisor, Secretary, Vice President
- CRD
- #4362541
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,176,804 | $556,311 |
| Non-Discretionary | $0 | -- |
| Total | $130,176,804 | $556,311 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing