|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| John A Wolfe & Associates Inc
✚
|
|
|---|---|
| CRD # | 110799 |
| SEC # | 801-36076 |
| CIK # | |
| AUM | $534.7 M (2025-02-19) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 269-324-1988 |
| Address | 440 West Centre Avenue Portage, MI 49024-5357 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 309 | 128.7 |
| (b) Individuals (high net worth individuals) | 166 | 400.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 5.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,238 | 534.7 |
| By Discretionary | ||
| Discretionary | 1,238 | 534.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,238 | 534.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 534.7 | |
| Total | 1,238 | 534.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HZ Investments Inc
✚
|
MD | 0.5 |
|
Atlantic Edge Private Wealth Management LLC
✚
|
0.5 | |
|
Oak Family Advisors LLC
✚
|
IL | 0.5 |
|
Meritas Wealth Management LLC
✚
|
CA | 0.5 |
|
Climber Capital Sa
✚
|
0.5 | |
|
Shikiar Asset Management Inc
✚
|
NY | 0.5 |
|
Wolff Financial Management LLC
✚
|
MI | 0.5 |
|
Red Lighthouse Investment Management LLC
✚
|
0.5 | |
|
GEM Asset Management LLC
✚
|
MI | 0.5 |
|
Lawrence W Kelly & Associates Inc
✚
|
CA | 0.5 |