Wolff Financial Management is an investment advisor in Kalamazoo with $409.63 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
383548642
SEC advisor number
801-107444
FINRA CRD number
283239
AUM ?
$465.54 mm
(as of 15 Mar 24)
Accounts
1,138
(as of 15 Mar 24)
Employees
5
(3 investment advisory or research)
Address
Wolff Financial Management
5938 VENTURE PARK DRIVE
KALAMAZOO
MI 49009
5938 VENTURE PARK DRIVE
KALAMAZOO
MI 49009
Phone
269-372-3100
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22