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Building 2WOLFF FINANCIAL MANAGEMENT LLC

Map pinKALAMAZOO, MI
Phone269-372-3100
NotebookSEC #801-107444
Total AUM
$612.7M
Employees
6
Clients
362

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5938 VENTURE PARK DRIVE
KALAMAZOO
MI 49009
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
269-372-3100
Other Offices
1

ReceiptFinancials

Total AUM
$612.7M
Accounts
1,133
Discretionary
$603.8M
Accounts
1,106
Non-Discretionary
$8.9M
Accounts
27

ContactClients

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Individual Clients
205
AUM
$61.2M
HNW Individual Clients
155
AUM
$550.4M
Charitable Organization Clients
1
AUM
$393.6K
Corporation or Business Clients
1
AUM
$672.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLINMITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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