Wolff Financial
Wolff Financial (CRD# 314116) is a financial advisory firm headquartered in Greenville, SC. They manage $7,200,000 in 62 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management7MILLION
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Total Number of Accounts62ACCOUNTS
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Average Account Value$116,129
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
SC, TX
Financial Advisors at Wolff Financial
1
Brittany Wolff (CRD# 6447773) is an Investment Advisor Representative working at Wolff Financial in Greenville, SC and has over 7 years of experience in the finance industry.
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