Wolff Financial Management LLC

Wolff Financial Management LLC (CRD# 283239) is a financial advisory firm headquartered in Kalamazoo, MI. They manage $465,540,731 in 1,138 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
5938 Venture Park Drive, Kalamazoo, MI 49009
http://www.linkedin.com/company/wolff-financial-management-llc/
By the Numbers
  • Total Assets Under Management
    466
    MILLION
  • Total Number of Accounts
    1,138
    ACCOUNTS
  • Average Account Value
    $409,087
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, MI, TX

Financial Advisors at Wolff Financial Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lisa Hartgraves, financial advisor Kalamazoo MI
Lisa M. Hartgraves
CRD#: 5183319
5938 Venture Park Drive, Kalamazoo, MI 49009

Lisa Hartgraves (CRD# 5183319) is an Investment Advisor Representative working at Wolff Financial Management LLC in Kalamazoo, MI and has over 13 years of experience in the finance industry.

2
Matthew Wolff, financial advisor Kalamazoo MI
Matthew R. Wolff
CRD#: 2463965
5938 Venture Park Drive, Kalamazoo, MI 49009

Matthew Wolff (CRD# 2463965) is an Investment Advisor Representative working at Wolff Financial Management LLC in Kalamazoo, MI and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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