WOLF FINANCIAL ADVISORS LLC
Total AUM
$124.9M
Employees
1Clients
99Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2930 COURT STREET
PEKIN
IL 61554
United States
PEKIN
IL 61554
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
309-346-1106
Financials
Total AUM
$124.9M
Accounts
314Discretionary
$0
Accounts
0Non-Discretionary
$124.9M
Accounts
314
Clients
Individual Clients
75AUM
$41.3M
HNW Individual Clients
24AUM
$83.6M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ILTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.