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Last updated: February 23rd, 2020. Data source: SEC filings.
Wolf Group Capital Advisors, federally registered in 2002, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 6 advisors. Wolf Group Capital Advisors manages $286.3 million and provides investment advisory services for 262 clients (1:44 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 20%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||10|
|Percentage of Advisors Trusted||71%|
|Average Client Balance||$1,092,756|
|Total AUM||$286.3 million|
|Advisor / Client Ratio||1:44|
|SEC Filings||View SEC IAPD CRD #111647|
|State(s) Registered||CA, DC, FL, LA, MD, NH, NC, TX, VA|