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Matthew Rolland Wolff

WOLFF FINANCIAL MANAGEMENT LLC·KALAMAZOO, Michigan
Unclaimed Profile
5938 VENTURE PARK DRIVE, KALAMAZOO, MI 49009CRD# 2463965Firm CRD# 283239
01

About

Matthew Rolland Wolff is a registered financial advisor based in KALAMAZOO, Michigan, affiliated with WOLFF FINANCIAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WOLFF FINANCIAL MANAGEMENT LLC
WOLFF FINANCIAL MANAGEMENT LLC
AUM
$466M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WOLFF FINANCIAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2463965
Firm CRD# 283239
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Rolland Wolff offer?
Matthew Rolland Wolff specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in KALAMAZOO, Michigan for a consultation.
What are Matthew Rolland Wolff's credentials?
Matthew Rolland Wolff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Rolland Wolff located?
Matthew Rolland Wolff is based in KALAMAZOO, Michigan, working with WOLFF FINANCIAL MANAGEMENT LLC. Their office serves clients in the KALAMAZOO metropolitan area and surrounding communities.
How does Matthew Rolland Wolff charge for services?
Matthew Rolland Wolff's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOLFF FINANCIAL MANAGEMENT LLC?
WOLFF FINANCIAL MANAGEMENT LLC has approximately 5 employees and manages $466M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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