John A. Wolfe & Associates, Inc.
Firm details
- Headquarters
- Portage, Michigan
- CRD number
- 110799
- Registered since
- March 16, 1990
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.05%
- Individuals20.75%
- Pension & Profit Sharing Plans1.2%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
John A. Wolfe & Associates, Inc. operates as an independent, individually owned registered investment adviser. The firm has been registered with the SEC since 1990 and provides portfolio management services primarily for individuals, small businesses and some institutional clients. Its client base spans individual and family households as well as institutional relationships, and the firm charges both percentage-of-AUM fees and fixed fees. John A. Wolfe & Associates does not identify as a capital allocator and does not list ESG as an active investment focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities31%
- Cash & Cash Equivalents9%
- US Government Bonds7%
- Other6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$78.7M in ETFs
43%
$33.4M
56%
$45.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (SMMU) | PIMCO | Active | Muni National Short | $21.5M | 435,833 | 27.38% |
Location
Portage, MI
Kalamazoo
Location
Portage, MI
Headquartered in Portage, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.
- Metro area
- Kalamazoo-Battle Creek-Portage, MI
- Region
- Midwest
- County
- Kalamazoo
- Address
- 440 W Centre Ave
- Time zone
- ET (UTC-5)
- Office locations
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