Claim Profile
WW

William Howard Wolf

ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC·MANDEVILLE, Louisiana
Unclaimed Profile
830 WEST CAUSEWAY APPROACH, MANDEVILLE, LA 70471CRD# 1921325Firm CRD# 148186
01

About

William Howard Wolf is a registered financial advisor based in MANDEVILLE, Louisiana, affiliated with ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC
ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC
AUM
$37M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1921325
Firm CRD# 148186
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MANDEVILLE?

Browse all registered financial advisors in MANDEVILLE, Louisiana or claim this profile if it's yours.

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 William Howard Wolf offer?
William Howard Wolf specializes in Investment Management, Wealth Management. Contact their office in MANDEVILLE, Louisiana for a consultation.
What are William Howard Wolf's credentials?
William Howard Wolf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Howard Wolf located?
William Howard Wolf is based in MANDEVILLE, Louisiana, working with ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC. Their office serves clients in the MANDEVILLE metropolitan area and surrounding communities.
How does William Howard Wolf charge for services?
William Howard Wolf'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 ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC?
ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $37M 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 →
Browse by specialty