12701 Fair Lakes Circle
Suite 220
Fairfax, Virginia 22033
Tel: (703) 652-6255
WOLF GROUP CAPITAL ADVISORS, formally registered with the SEC as WOLF GROUP CAPITAL ADVISORS. The firm was established in 10/01/2002. They have over 14 offices throughout the country.
WOLF GROUP CAPITAL ADVISORS is a Fairfax, Virginia based Financial Planning firm with nearly $526,794,579 assets under management, offering retirement planning & investment advisory services to 875 clients. The firm is staffed with 13 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 111647 |
SEC# | 801-61501 |
Assets Managed by Firm | $526,794,579 |
No. of Clients | 875 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 875 | $526,794,579 |
Individuals (other than high net worth individuals) | 241 | $137,012,078 |
High net worth individuals | 128 | $389,761,482 |
Charitable organizations | Fewer than 5 clients | $21,019 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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