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Kurtis James Wolf

HESTIA CAPITAL MANAGEMENT, LLC·MARS, Pennsylvania
Clean recordHESTIA CAPITAL MANAGEMENT, LLC
175 BRICKYARD ROAD, MARS, PA 16046CRD# 7178160Firm CRD# 314650

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kurtis James Wolf · MARS, PA
Registration
CRD #7178160 · HESTIA CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kurtis James Wolf is a registered financial advisor based in MARS, Pennsylvania, affiliated with HESTIA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HESTIA CAPITAL MANAGEMENT, LLC
HESTIA CAPITAL MANAGEMENT, LLC
AUM
$97M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at HESTIA CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7178160
Firm CRD# 314650
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kurtis James Wolf offer?
Kurtis James Wolf specializes in Retirement Planning. Contact their office in MARS, Pennsylvania for a consultation.
What are Kurtis James Wolf's credentials?
Kurtis James Wolf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurtis James Wolf located?
Kurtis James Wolf is based in MARS, Pennsylvania, working with HESTIA CAPITAL MANAGEMENT, LLC. Their office serves clients in the MARS metropolitan area and surrounding communities.
How does Kurtis James Wolf charge for services?
Kurtis James 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 HESTIA CAPITAL MANAGEMENT, LLC?
HESTIA CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HESTIA CAPITAL MANAGEMENT, LLC

Ryan Edward Knoll
MARS, PA

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Research
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