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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