JOHN A. WOLFE & ASSOCIATES, INC.
Tel: 269-324-1988 440 West Centre Avenue Suite 4 Portage, Michigan 49024-5357
About JOHN A. WOLFE & ASSOCIATES, INC.
JOHN A. WOLFE & ASSOCIATES, INC. is a Portage, Michigan based financial advisory firm with nearly $534,664,000 in assets under management and provides investment advisory services for 1238 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
110799
Firm SEC#:
801-36076
Assets Under Management:
$534,664,000
No. of Clients:
1238
No. of Advisors:
3
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Fixed fees
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