Wolf Group Capital Advisors Review


Trust Score 96%
Trust Score info_outline
Share

Wolf Group Capital Advisors, federally registered in 2002, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 3 advisors. Wolf Group Capital Advisors manages $290.4 million and provides investment advisory services for 234 clients (1:78 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $500,000
Avg Account Balance $1,240,860
Hybrid Advisor No
Disciplinary History No
Total AUM $290.4 million
Advisor / Client Ratio 1:78
Headquarters Fairfax, VA
SEC Filings Forms and Brochures
State(s) Registered CA, DC, FL, LA, MD, NH, NC, TX, VA


Questions & Answers



Get answers about Wolf Group Capital Advisors


Ask a question question_answer