WOLOSHIN INVESTMENT MANAGEMENT, LLC
CRD #132346 SEC #801-126037 MEDFORD, NJ 609-654-9700
SEC Registered Disclosures
Total AUM
$165.5M
Discretionary
$162.5M
Employees
3
Clients
0
Accounts
849
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- 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)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EGAN, SUSAN, BOCHNOWSKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| EGAN, SUSAN, BOCHNOWSKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| EGAN, SUSAN, BOCHNOWSKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| EGAN, SUSAN, BOCHNOWSKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| EGAN, SUSAN, BOCHNOWSKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| EGAN, SUSAN, BOCHNOWSKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| EGAN, SUSAN, BOCHNOWSKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOLOSHIN, MICHAEL, ALLAN | I | MANAGING MEMBER | E | Control |
| WOLOSHIN, MICHAEL, ALLAN | I | MANAGING MEMBER | E | Control |
| WOLOSHIN, MICHAEL, ALLAN | I | MANAGING MEMBER | E | Control |
| WOLOSHIN, MICHAEL, ALLAN | I | MANAGING MEMBER | E | Control |
| WOLOSHIN, MICHAEL, ALLAN | I | MANAGING MEMBER | E | Control |
| WOLOSHIN, MICHAEL, ALLAN | I | MANAGING MEMBER | E | Control |
| WOLOSHIN, MICHAEL, ALLAN | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (11)
AL CA DE FL GA MA MD NJ PA TX VA
Address
40 NORTH MAIN STREETMEDFORD, NJ 08055
United States
Phone: 609-654-9700