John A. Wolfe & Associates, Inc.
John A. Wolfe & Associates, Inc. (CRD# 110799) is a financial advisory firm headquartered in Portage, MI. They manage $498,417,000 in 1,234 accounts and serve the financial needs of clients across 10 states (or territories).
Current Firm Details
John A. Wolfe & Associates, Inc.
By the Numbers
-
Total Assets Under Management498MILLION
-
Total Number of Accounts1,234ACCOUNTS
-
Average Account Value$403,904
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, IN, MI, NC, NH, OH, TX, WA
Financial Advisors at John A. Wolfe & Associates, Inc.
1
John Wolfe (CRD# 1218558) is an Investment Advisor Representative working at John A. Wolfe & Associates, Inc. in Portage, MI and has over 40 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.