WOLFE SIGNAL CAPITAL LLC
Firm details
- Headquarters
- SAN JOSE, California
- CRD number
- 337507
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wolfe Signal Capital LLC is an individually owned limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm bills clients using a mix of percentage-of-assets and fixed fees. It is not identified as a capital allocator, does not self-report active ESG investing, and is not designated as a multistate adviser in the provided data. The firm’s regulatory registration year is not listed and its classification is shown as unclassified.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Ying Chen
Chief Compliance OfficerCRD 8121471
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN JOSE, CA
SANTA CLARA
Location
SAN JOSE, CA
Headquartered in SAN JOSE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 6081 Meridian Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
JAMES A. JIMENEZ
RIASAN JOSE, CA
CONCENTRUM WEALTH MANAGEMENT
RIASAN JOSE, CA
RETIREMENT CAPITAL STRATEGIES, INC.
RIASAN JOSE, CA
SILICON VALLEY CAPITAL PARTNERS, L.P.
RIASAN JOSE, CA
FINANCIAL PLANNING CONSULTANTS, LLC
RIASAN JOSE, CA
ALTOS FINANCIAL MANAGEMENT, LLC
RIASAN JOSE, CA