James WolfeCRD Number: 2154061
Current Firm: Vantage Consulting Group Inc.
James Wolfe (CRD# 2154061) is an Investment Advisor Representative working at Vantage Consulting Group Inc. in Virginia Beach, VA and has over 20 years of experience in the finance industry.
Martello Investments, LLC
Fidelity Personal And Workplace Advisors
Truist Advisory Services, Inc.
|Vantage Consulting Group Inc.||Virginia Beach, VA||Jun 1987 - Current||35|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2001|
Total Assets Under Management2,268MILLIONS
Total Number of Accounts18ACCOUNTS
Average Account Value$126,027,424
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
DE, NY, VA
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