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WOLFF FINANCIAL MANAGEMENT LLC
WOLFF FINANCIAL MANAGEMENT LLC
KALAMAZOO, Michigan
·
3 registered advisors
·
CRD# 283239
SEC# 801-107444
1
269-372-3100
01
Firm Overview
AUM
$466M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at WOLFF FINANCIAL MANAGEMENT LLC
3 registered advisors
Laurie Marie Arnsman
KALAMAZOO, Michigan
CRD# 5319443
Matthew Rolland Wolff
KALAMAZOO, Michigan
CRD# 2463965
Rene Doris Pereiro
KALAMAZOO, Michigan
CRD# 5447221
05
Office Locations
KALAMAZOO, Michigan
3 advisors
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Data sourced from SEC Form ADV filings. WOLFF FINANCIAL MANAGEMENT LLC (CRD# 283239) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.