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Theodore John Wolfstich

WOLFSTICH CAPITAL, LLC·MEDFIELD, Massachusetts
Unclaimed Profile
445 MAIN STREET, MEDFIELD, MA 02052CRD# 2739474Firm CRD# 146026
01

About

Theodore John Wolfstich is a registered financial advisor based in MEDFIELD, Massachusetts, affiliated with WOLFSTICH CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WOLFSTICH CAPITAL, LLC
WOLFSTICH CAPITAL, LLC
AUM
$129M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WOLFSTICH CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2739474
Firm CRD# 146026
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theodore John Wolfstich offer?
Theodore John Wolfstich specializes in Financial Planning, Investment Management. Contact their office in MEDFIELD, Massachusetts for a consultation.
What are Theodore John Wolfstich's credentials?
Theodore John Wolfstich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore John Wolfstich located?
Theodore John Wolfstich is based in MEDFIELD, Massachusetts, working with WOLFSTICH CAPITAL, LLC. Their office serves clients in the MEDFIELD metropolitan area and surrounding communities.
How does Theodore John Wolfstich charge for services?
Theodore John Wolfstich's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOLFSTICH CAPITAL, LLC?
WOLFSTICH CAPITAL, LLC has approximately 1 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
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