AdvisorOS Directory
Claim Profile
DW

Dana Forest Wolfe

ARK INVESTMENT MANAGEMENT LLC·ST. PETERSBURG, Florida
Unclaimed Profile
200 CENTRAL AVENUE, ST. PETERSBURG, FL 33701CRD# 4868429Firm CRD# 169525
01

About

Dana Forest Wolfe is a registered financial advisor based in ST. PETERSBURG, Florida, affiliated with ARK INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
ARK INVESTMENT MANAGEMENT LLC
ARK INVEST
AUM
$15.2B
Regulatory assets under management
Employees
48
Total firm employees
View all advisors at ARK INVESTMENT MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4868429
Firm CRD# 169525
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ST. PETERSBURG?

Browse all registered financial advisors in ST. PETERSBURG, Florida or claim this profile if it's yours.

Browse ST. PETERSBURG AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Dana Forest Wolfe offer?
Dana Forest Wolfe specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ST. PETERSBURG, Florida for a consultation.
What are Dana Forest Wolfe's credentials?
Dana Forest Wolfe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dana Forest Wolfe located?
Dana Forest Wolfe is based in ST. PETERSBURG, Florida, working with ARK INVESTMENT MANAGEMENT LLC. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.
How does Dana Forest Wolfe charge for services?
Dana Forest Wolfe's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARK INVESTMENT MANAGEMENT LLC?
ARK INVESTMENT MANAGEMENT LLC has approximately 48 employees and manages $15.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ST. PETERSBURG
Darian Woods Johnson — TCWP LLCDavid Jonathan Wages — MORGAN KEEGAN FUND MANAGEMENT, INC.Michael Glenn Willis — ONEFUND, LLCSteven Todd Johnson — ONEFUND, LLCRichard John Razook — RCH CAPITAL, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile