Wolf Financial Advisors LLC
Wolf Financial Advisors LLC (CRD# 146080) is a financial advisory firm headquartered in Pekin, IL. They manage $98,345,331 in 308 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Wolf Financial Advisors LLC
By the Numbers
-
Total Assets Under Management98MILLION
-
Total Number of Accounts308ACCOUNTS
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Average Account Value$319,303
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- 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.
IL, TX
Financial Advisors at Wolf Financial Advisors LLC
1
James Wolf (CRD# 4604322) is an Investment Advisor Representative working at Wolf Financial Advisors LLC in Pekin, IL and has over 24 years of experience in the finance industry.
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