WALSKY INVESTMENT MANAGEMENT INC
CRD #106991 SEC #801-124822 WYOMISSING, PA 610-670-6918
SEC Registered
Total AUM
$122.3M
Discretionary
$122.3M
Employees
2
Clients
--
Accounts
227
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $122.3M | $122.3M | $0 | 2 | 0 |
| Mar 2025 | $122.3M | $122.3M | $0 | 2 | 0 |
| Mar 2024 | $117M | $117M | $0 | 2 | 0 |
| Mar 2023 | $110.8M | $110.8M | $0 | 2 | 0 |
| Nov 2022 | $120M | $120M | $0 | 2 | 0 |
| Apr 2022 | $120M | $120M | $0 | 2 | 0 |
| Mar 2022 | $120M | $120M | $0 | 2 | 0 |
| Jul 2012 | $49.5M | $49.5M | $0 | 1 | 26 |
| Jul 2012 | $49.5M | $49.5M | $0 | 1 | 26 |
| Jun 2012 | $51.3M | $51.3M | $0 | 1 | 26 |
| Feb 2012 | $51.3M | $51.3M | $0 | 1 | 26 |
| Jan 2012 | $51.3M | $51.3M | $0 | 1 | 26 |
| Mar 2011 | $51.9M | $51.9M | $0 | 5 | -- |
| Mar 2010 | $50.5M | $50.5M | $0 | 5 | -- |
| Mar 2008 | $57.8M | $57.8M | $0 | 5 | -- |
| Oct 2007 | $50.4M | $50.4M | $0 | 5 | -- |
| Mar 2007 | $50.4M | $50.4M | $0 | 5 | -- |
| Mar 2004 | $43.6M | $43.6M | $0 | 5 | -- |
| Apr 2002 | $42M | $42M | $0 | 5 | -- |
DateMar 2025
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateJul 2012
Total AUM$49.5M
Discretionary$49.5M
Non-Disc.$0
Employees1
Clients26
DateJul 2012
Total AUM$49.5M
Discretionary$49.5M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$51.9M
Discretionary$51.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$57.8M
Discretionary$57.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$50.4M
Discretionary$50.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$50.4M
Discretionary$50.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees5
Clients--