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Home > Retirement Planners > michigan > portage > JOHN A. WOLFE & ASSOCIATES, INC.
JOHN A. WOLFE & ASSOCIATES, INC.
440 West Centre Avenue
Suite 4
Portage, Michigan 49024-5357
Tel: 269-324-1988
About JOHN A. WOLFE & ASSOCIATES, INC.
JOHN A WOLFE & ASSOCIATES, INC, formally registered with the SEC as JOHN A WOLFE & ASSOCIATES, INC. The firm was established in 03/16/1990. They have over 1 offices throughout the country.
JOHN A. WOLFE & ASSOCIATES, INC. is a Portage, Michigan based Financial Planning firm with nearly $534,664,000 assets under management, offering retirement planning & investment advisory services to 1238 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110799 |
| SEC# | 801-36076 |
| Assets Managed by Firm | $534,664,000 |
| No. of Clients | 1238 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1238 | $534,664,000 |
| Individuals (other than high net worth individuals) | 309 | $128,676,000 |
| High net worth individuals | 166 | $400,437,000 |
| Pension and profit sharing plans | 4 | $5,551,000 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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