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John a. Wolfe & Associates, Inc.

● SEC registered since 1990CRD 110799SEC# 801-36076Portage, MI
Export (members)
Reg. AUM
$534.7M
Employees
3
Accounts
1,238
Location
Portage, MI

John a. Wolfe & Associates, Inc. assets under management

John a. Wolfe & Associates, Inc. is a registered investment adviser overseen by the SEC based in Portage, MI. The firm has been registered since 1990. It reports $534.7 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

John a. Wolfe & Associates, Inc. owners & executives

1 reported
NameTitleOwnershipSince
John Anthony Wolfe ControlPresident & Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does John a. Wolfe & Associates, Inc. manage?

John a. Wolfe & Associates, Inc. reports $534.7 million in regulatory assets under management on its Form ADV.

How many employees does John a. Wolfe & Associates, Inc. have?

John a. Wolfe & Associates, Inc. reports 3 employees.

Where is John a. Wolfe & Associates, Inc. located?

John a. Wolfe & Associates, Inc. is based in Portage, MI and has been SEC-registered since 1990.

Does John a. Wolfe & Associates, Inc. disclose fund performance?

John a. Wolfe & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address440 West Centre Avenue, Suite 4, Portage, MI 49024-5357
Phone269-324-1988
Fax269-324-1970
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$534.7M
Non-discretionary$0
Total (RAUM)$534.7M