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John A Wolfe & Associates Inc
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CRD # | 110799 |
SEC # | 801-36076 |
CIK # | |
AUM | $498.4 MM (2024-01-30) |
Employees | 3 (33% Investors, 0% Brokers) |
Phone | 269-324-1988 |
Address | 440 West Centre Avenue Portage, MI 49024-5357 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 335 | 152.5 |
(b) Individuals (high net worth individuals) | 158 | 340.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 4 | 5.4 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,234 | 498.4 |
By Discretionary | ||
Discretionary | 1,234 | 498.4 |
Non-Discretionary | 0 | 0.0 |
Total | 1,234 | 498.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 498.4 | |
Total | 1,234 | 498.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
ACT Two Investors LLC
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|
CA | 0.5 |
Dash Acquisitions Inc
✚
|
CA | 0.5 |
West Advisors Incorporated
✚
|
IN | 0.5 |
Capitalia Suisse
✚
|
0.5 | |
VSM Wealth Advisory LLC
✚
|
MD | 0.5 |
HZ Investments Inc
✚
|
MD | 0.5 |
Oak Family Advisors LLC
✚
|
IL | 0.5 |
Brennan John David
✚
|
CA | 0.5 |
Covenant Asset Management LLC
✚
|
NJ | 0.5 |
M Kraus & Company
✚
|
VT | 0.5 |