Wolf Group Capital Advisors
Wolf Group Capital Advisors (CRD# 111647) is a financial advisory firm headquartered in Fairfax, VA. They manage $372,810,806 in 765 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management373MILLION
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Total Number of Accounts765ACCOUNTS
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Average Account Value$487,334
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, DC, FL, LA, MD, NC, NH, NY, TX, VA
Sean Fitzgerald (CRD# 5699967) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 5 years of experience in the finance industry.
Robert Len (CRD# 2847676) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 26 years of experience in the finance industry.
Cesar Ortega (CRD# 6600159) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 4 years of experience in the finance industry.
Kevin Ostergaard (CRD# 6375261) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 8 years of experience in the finance industry. Kevin Ostergaard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
April Turch (CRD# 3233895) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 10 years of experience in the finance industry.
Charles Verruggio (CRD# 4203594) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 17 years of experience in the finance industry.
Leonard Wolf (CRD# 2843340) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 26 years of experience in the finance industry.
Dylan Farnella (CRD# 6960196) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 2 years of experience in the finance industry.