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- Custodian
- Charles Schwab & Company · Oppenheimer · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-26-2004
- Office Locations
- 1
Office Locations
About Woloshin Investment Management, LLC
Woloshin Investment Management, LLC is a Medford, NJ RIA focused on helping individuals and families plan for and transition into retirement. The team combines financial planning with portfolio management and asset allocation, commonly using ETFs, mutual funds, fixed income, and insurance/annuity solutions, with an emphasis on risk management and tax-efficient strategies. Founder Michael Woloshin authored The Retirement Mountain and provides retirement guides for clients.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL ALLAN WOLOSHIN
Investment Advisor Representative, Managing Member
- CRD
- #732640
- Ownership
- 75% or more
SUSAN BOCHNOWSKI EGAN
Chief Compliance Officer
- CRD
- #5188244
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KATIE Woloshin Corsetto
--
- CRD
- #6063553
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,044,506 | $211,406 |
| Non-Discretionary | $5,351,473 | $764,496 |
| Total | $180,395,979 | $216,043 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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