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Building 2JOHN A. WOLFE & ASSOCIATES, INC.

Map pinPORTAGE, MI
Phone269-324-1988
NotebookSEC #801-36076
Total AUM
$560.7M
Employees
3
Clients
450

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
440 WEST CENTRE AVENUE
SUITE 4
PORTAGE
MI 49024-5357
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
269-324-1988
Other Offices
1

ReceiptFinancials

Total AUM
$560.7M
Accounts
1,171
Discretionary
$560.7M
Accounts
1,171
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
271
AUM
$116.3M
HNW Individual Clients
175
AUM
$437.6M
Pension/Profit Sharing Plan Clients
4
AUM
$6.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINMIMNNCNHOHTXWA

HandshakeAffiliates

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

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