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
1521 Laurens Road, Suite 16491, Greenville, SC 29606
https://www.wolff-finance.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

SC, TX

Financial Advisors at Wolff Financial
Showing 1 - 1 of 1 top financial advisors.
1
Brittany Wolff, financial advisor Greenville SC
Brittany T. Wolff
CRD#: 6447773
Greenville, SC

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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