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

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