Unclaimed Profile

Rene Doris Pereiro

WOLFF FINANCIAL MANAGEMENT LLC·KALAMAZOO, Michigan

Clean recordWOLFF FINANCIAL MANAGEMENT LLC

5938 VENTURE PARK DRIVE, KALAMAZOO, MI 49009CRD# 5447221Firm CRD# 283239

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rene Doris Pereiro · KALAMAZOO, MI

Registration

CRD #5447221 · WOLFF FINANCIAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rene Doris Pereiro 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WOLFF FINANCIAL MANAGEMENT LLC

AUM

$466M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WOLFF FINANCIAL MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5447221

Firm CRD# 283239

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rene Doris Pereiro offer?

Rene Doris Pereiro specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in KALAMAZOO, Michigan for a consultation.

What are Rene Doris Pereiro's credentials?

Rene Doris Pereiro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rene Doris Pereiro located?

Rene Doris Pereiro 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 Rene Doris Pereiro charge for services?

Rene Doris Pereiro'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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