WOLFF FINANCIAL MANAGEMENT LLC

5938 Venture Park Drive
Kalamazoo, Michigan 49009
Tel: 269-372-3100

About WOLFF FINANCIAL MANAGEMENT LLC

WOLFF FINANCIAL MANAGEMENT LLC, formally registered with the SEC as WOLFF FINANCIAL MANAGEMENT LLC. The firm was established in 03/17/2016. They have over 2 offices throughout the country.

WOLFF FINANCIAL MANAGEMENT LLC is a Kalamazoo, Michigan based Financial Planning firm with nearly $465,540,731 assets under management, offering retirement planning & investment advisory services to 1138 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283239
SEC#	801-107444
Assets Managed by Firm	$465,540,731
No. of Clients	1138
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1138	$465,540,731
Individuals (other than high net worth individuals)	216	$71,959,256
High net worth individuals	125	$392,439,228
Charitable organizations	Fewer than 5 clients	$572,567
Corporations or other businesses	Fewer than 5 clients	$569,680

More Retirement Planning firms in Kalamazoo, Michigan:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

Explore More Retirement Advisors in Kalamazoo, Michigan

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.