How does the advisor help clients – Key Takeaways:
WOLOSHIN INVESTMENT MANAGEMENT, LLC is a highly established and experienced financial management firm that specializes in providing expert guidance and advice to individuals and businesses alike. With a team of dedicated professionals, the firm offers a wide range of financial services to help clients achieve their financial goals and secure their future.
Here are some key takeaways on how WOLOSHIN INVESTMENT MANAGEMENT, LLC helps its clients:
- Provides personalized financial planning and guidance
- Offers a wide range of financial services to cater to clients’ specific needs
- Utilizes a holistic approach to achieve long-term financial success
- Employs a team of highly qualified and experienced advisors
- Emphasizes on building long-lasting relationships with clients
Facts and Insights
WOLOSHIN INVESTMENT MANAGEMENT, LLC is a privately-owned firm that was founded in 1998. Headquartered in New York City, the firm has expanded its reach and now serves clients all over the country. With a strong focus on research and analysis, the firm stays up-to-date with the latest market trends and insights to provide the best financial solutions to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 21 years |
Financial Services Offered
WOLOSHIN INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include but are not limited to:
- Investment Management
- Estate Planning
- Retirement Planning
- Tax Planning
- Insurance Planning
Client Types
WOLOSHIN INVESTMENT MANAGEMENT, LLC caters to a diverse range of clients including individuals, families, high-net-worth individuals, and businesses. The firm is dedicated to providing personalized financial solutions to meet the unique needs and goals of each client.
Fees & Compensation
WOLOSHIN INVESTMENT MANAGEMENT, LLC follows a fee-based compensation structure where fees are charged based on the assets under management. This ensures that the firm’s interests are aligned with that of its clients, as the more the client’s assets grow, the more the firm earns.
Background
The team at WOLOSHIN INVESTMENT MANAGEMENT, LLC is led by founder and CEO John Woloshin. With over 30 years of experience in the financial industry, John brings a wealth of knowledge and expertise to the firm. He is supported by a team of highly qualified and experienced advisors who are committed to providing top-notch financial services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, WOLOSHIN INVESTMENT MANAGEMENT, LLC is required to disclose certain information to its clients. This includes details about the firm’s fees, conflicts of interest, and any regulatory actions or disciplinary history. Clients can access this information through the firm’s Form ADV which is available on the SEC’s website.