RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HAFER, CRAIG, DOUGLASIVICE-PRESIDENT & TREASURERNA Control
HAFER, CRAIG, DOUGLASIPRESIDENT & TREASURERNA Control
HAFER, CRAIG, DOUGLASIPRESIDENT & TREASURERNA Control
HAFER, CRAIG, DOUGLASIVICE-PRESIDENT & TREASURERNA Control
HAFER, CRAIG, DOUGLASIVICE-PRESIDENT & TREASURERNA Control
HAFER, CRAIG, DOUGLASIVICE-PRESIDENT & TREASURERNA Control
WALSKY, PRISCILLA, KELTINGISECRETARY/TREASURERNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICERNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICERNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICERNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT & SECRETARYNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICERNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENTNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICERNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICERNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICERNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICERNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICERNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICERNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICERNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICERNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICERNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICERNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICERNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICERNA Control
WARD, ELIZABETH, ANNIVICE-PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICERNA Control
HAFER, CRAIG, DOUGLASICHAIRMAN, PRESIDENT & TREASURERE Control
HAFER, CRAIG, DOUGLASICHAIRMAN, PRESIDENT & TREASURERE Control
HAFER, CRAIG, DOUGLASICHAIRMAN, PRESIDENT & TREASURERE Control
HAFER, CRAIG, DOUGLASICHAIRMAN, PRESIDENT & TREASURERE Control
HAFER, CRAIG, DOUGLASICHAIRMAN, PRESIDENT & TREASURERE Control
HAFER, CRAIG, DOUGLASICHAIRMAN, PRESIDENT & TREASURERE Control
HAFER, CRAIG, DOUGLASICHAIRMAN, PRESIDENT & TREASURERE Control
HAFER, CRAIG, DOUGLASICHAIRMAN, PRESIDENT & TREASURERE Control
HAFER, CRAIG, DOUGLASICHAIRMAN, PRESIDENT & TREASURERE Control
HAFER, CRAIG, DOUGLASICHAIRMAN, PRESIDENT & TREASURERE Control
HAFER, CRAIG, DOUGLASICHAIRMAN, PRESIDENT & TREASURERE Control
HAFER, CRAIG, DOUGLASICHAIRMAN, PRESIDENT & TREASURERE Control
WALSKY, LAWRENCEIPRESIDENTE Control
WALSKY, LAWRENCEIPRESIDENTE Control
WALSKY, LAWRENCEIPRESIDENTE Control
WALSKY, LAWRENCEIPRESIDENTE Control
WALSKY, LAWRENCEIPRESIDENTE Control
WALSKY, LAWRENCE, ALPHONSEICHAIRMANE Control
WALSKY, LAWRENCE, ALPHONSEICHAIRMANE Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (4)

FL MA PA TX

Address

2650 WESTVIEW DRIVE
WYOMISSING, PA 19610-1187
United States
Phone: 610-670-6918