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WALSKY INVESTMENT MANAGEMENT INC

dba WALSKY INVESTMENT MANAGEMENT INC · CRD 106991 · Registered Investment Adviser

WALSKY INVESTMENT MANAGEMENT INC is a Registered Investment Adviser headquartered in WYOMISSING, PA. The firm reports $130,176,804 in regulatory assets under management across 234 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$130,176,804
Non-discretionary$0
Total RAUM$130,176,804
Accounts234

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 106991. adviserinfo.sec.gov/firm/summary/106991.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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