Wolff Financial Management

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

5938 Venture Park Dr, Kalamazoo, Michiga...

Phone Number

(269) 372-3100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Wolff Financial Management

Wolff Financial Management LLC is an independent, boutique financial services firm and SEC registered investment advisor, established in 1994. The firm specializes in investment management, retirement, estate, and income tax planning for clients both in the U.S. and internationally. They are dedicated to enhancing their clients' financial success and provide resources for both potential and existing clients to access their investment accounts. Wolff Financial aims to offer a practical and integrated approach to financial management.Explore more
Wolff Financial Management's Social MediaPopular SearchesWolff Financial Management LLCWolff Financial ManagementFinancial Management LLCSIC Code 62,628NAICS Code 52,523Show more

Wolff Financial Management Org Chart

PhoneEmail
AD
United States flag for contact location.

Client Specialist

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LH
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Financial Advisor

PhoneEmail
SP
United States flag for contact location.

Financial Associate & Planner

PhoneEmail
JM
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Financial Advisor

PhoneEmail

PhoneEmail
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Compare insights from companies similar to Wolff Financial Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wolff Financial Managemen...

<$5M
1-10
Private
-
1994
AD
Amy DeVriesClient Specialist
<$5M
11-50
Private
<$5M
2017
JS
Joyce SchneiderManager, Operations & Marketing
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
1966
MF
Mark FriesePresident & Founder
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wolff Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wolff Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wolff Financial Management.

Wolff Financial Management Tech Stack

A closer look at the technologies used by Wolff Financial Management

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Frequently Asked Questions Regarding Wolff Financial Management

What is Wolff Financial Management's official website?
Wolff Financial Management's official website is www.wfminvest.com
What is Wolff Financial Management's Revenue?
Wolff Financial Management's revenue is <$5 Million
What is Wolff Financial Management's SIC code?
Wolff Financial Management's SIC: 62,628
What is Wolff Financial Management's NAICS code?
Wolff Financial Management's NAICS: 52,523
How many employees does Wolff Financial Management have?
Wolff Financial Management has 1-10 employees
What industry does Wolff Financial Management belong to?
Wolff Financial Management is in the industry of: Finance, Securities Trading
What is Wolff Financial Management competition?
Wolff Financial Management top competitors include: Bagby Wealth Management, Friese Financial Advocates, Nobile Hinchey Private Wealth Management, Radnor Financial Advisors
What technology does Wolff Financial Management use?
Some of the popular technologies that Wolff Financial Management uses are: Cloudflare Website Optimization, Barracuda Networks, Datadog, Google Font API
How do I contact Wolff Financial Management?
Wolff Financial Management contact info: Phone number: (269) 372-3100 Website: www.wfminvest.com
What does Wolff Financial Management do?

Wolff Financial Management LLC is an independent, boutique financial services firm and SEC registered investment advisor, established in 1994. The firm specializes in investment management, retirement, estate, and income tax planning for clients both in the U.S. and internationally. They are dedicated to enhancing their clients' financial success a... nd provide resources for both potential and existing clients to access their investment accounts. Wolff Financial aims to offer a practical and integrated approach to financial management.Read More

What are Wolff Financial Management social media links?
Wolff Financial Management Linkedin page
Is Wolff Financial Management a public company?
Wolff Financial Management is private company therefore does not currently have an official ticker symbol
See more information about Wolff Financial Management

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