JOHN A. WOLFE & ASSOCIATES, INC.

JOHN A. WOLFE & ASSOCIATES, INC. of PORTAGE, MI is an SEC-registered investment adviser (CRD 110799). Regulatory assets under management: $560.7M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

Officers, owners & control persons (8)

NameRoleLocation
John Anthony WolfePRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER
Beth Elaine DickinsonCHIEF COMPLIANCE OFFICER
WOLFE JOHN ANTHONYPRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF PORTFOLIO MANAGER
CAMPBELL JANICE BLACKCHIEF COMPLIANCE OFFICER
MILLER JOHN JCHAIRMAN EMERITUS
HAVERDINK KEVIN DEANVICE PRESIDENT
MILLER DIANE KAYCHAIRMAN & CEO
WOLFE DIANE KAYCHAIRMAN & CEO; CHIEF COMPLIANCE OFFICER, CHAIRPERSON, CEO

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