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Daniel B Wolfe

180 DEGREE CAPITAL CORP.·MONTCLAIR, New Jersey
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7 N. WILLOW STREET, MONTCLAIR, NJ 07042CRD# 6135973Firm CRD# 309142
01

About

Daniel B Wolfe is a registered financial advisor based in MONTCLAIR, New Jersey, affiliated with 180 DEGREE CAPITAL CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
180 DEGREE CAPITAL CORP.
180 DEGREE CAPITAL CORP.
AUM
$61M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at 180 DEGREE CAPITAL CORP. →
Services
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6135973
Firm CRD# 309142
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel B Wolfe offer?
Daniel B Wolfe specializes in Investment Management, Retirement Planning. Contact their office in MONTCLAIR, New Jersey for a consultation.
What are Daniel B Wolfe's credentials?
Daniel B Wolfe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel B Wolfe located?
Daniel B Wolfe is based in MONTCLAIR, New Jersey, working with 180 DEGREE CAPITAL CORP.. Their office serves clients in the MONTCLAIR metropolitan area and surrounding communities.
How does Daniel B Wolfe charge for services?
Daniel B 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 180 DEGREE CAPITAL CORP.?
180 DEGREE CAPITAL CORP. has approximately 5 employees and manages $61M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MONTCLAIR
Richard P Shanley — 180 DEGREE CAPITAL CORP.Andrew Reuben Heyman — TALARA CAPITAL MANAGEMENT, LLCDavid Marcus Zusman — TALARA CAPITAL MANAGEMENT, LLCRyan Patrick Degrau — RMR WEALTH BUILDERS, INC.Charles E Ramsey — 180 DEGREE CAPITAL CORP.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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