John A Wolfe & Associates Inc

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Assets, Funds, Holdings

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John A Wolfe & Associates Inc
CRD #110799
SEC #801-36076
CIK #
AUM $498.4 MM (2024-01-30)
Employees 3 (33% Investors, 0% Brokers)
Phone269-324-1988
Address440 West Centre Avenue
Portage, MI 49024-5357
Source [IAPD] [Website]
Total AUM ($MM)
60048036024012002001200920172025
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
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