Active
JOHN A. WOLFE & ASSOCIATES, INC.
Investment Advice|PORTAGE, MI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$534.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 534.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 110799 |
| SEC Number | 801-36076 |
| Street Address | 440 WEST CENTRE AVENUE |
| Street Address 2 | SUITE 4 |
| Location | PORTAGE, MI 49024-5357 |
| Country | United States |
| Phone | 269-324-1988 |
| Fax | 269-324-1970 |
| Total Employees | 3 |
Client Count by Type (479 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 309 |
| High Net Worth Individual… | 166 |
| Pension/Profit Sharing Pl… | 4 |
Community Partners
CHARTER TOWNSHIP OF COMSTOCK
CHARTER TOWNSHIP OF COOPER
CHARTER TOWNSHIP OF KALAMAZOO
CHARTER TOWNSHIP OF OSHTEMO
CHARTER TOWNSHIP OF TEXAS
CITY OF GALESBURG
CITY OF KALAMAZOO
CITY OF PARCHMENT
CITY OF PORTAGE
COUNTY OF KALAMAZOO
TOWNSHIP OF ALAMO
TOWNSHIP OF BRADY
TOWNSHIP OF CHARLESTON
TOWNSHIP OF CLIMAX
TOWNSHIP OF PAVILION
TOWNSHIP OF PRAIRIE RONDE
TOWNSHIP OF RICHLAND
TOWNSHIP OF ROSS
TOWNSHIP OF WAKESHMA
VILLAGE OF AUGUSTA
CHARTER TOWNSHIP OF COMSTOCK
CHARTER TOWNSHIP OF COOPER
CHARTER TOWNSHIP OF KALAMAZOO
CHARTER TOWNSHIP OF OSHTEMO
CHARTER TOWNSHIP OF TEXAS
CITY OF GALESBURG
CITY OF KALAMAZOO
CITY OF PARCHMENT
CITY OF PORTAGE
COUNTY OF KALAMAZOO
TOWNSHIP OF ALAMO
TOWNSHIP OF BRADY
TOWNSHIP OF CHARLESTON
TOWNSHIP OF CLIMAX
TOWNSHIP OF PAVILION
TOWNSHIP OF PRAIRIE RONDE
TOWNSHIP OF RICHLAND
TOWNSHIP OF ROSS
TOWNSHIP OF WAKESHMA
VILLAGE OF AUGUSTA
CHARTER TOWNSHIP OF COMSTOCK
CHARTER TOWNSHIP OF COOPER
CHARTER TOWNSHIP OF KALAMAZOO
CHARTER TOWNSHIP OF OSHTEMO
CHARTER TOWNSHIP OF TEXAS
CITY OF GALESBURG
CITY OF KALAMAZOO
CITY OF PARCHMENT
CITY OF PORTAGE
COUNTY OF KALAMAZOO
TOWNSHIP OF ALAMO
TOWNSHIP OF BRADY
TOWNSHIP OF CHARLESTON
TOWNSHIP OF CLIMAX
TOWNSHIP OF PAVILION
TOWNSHIP OF PRAIRIE RONDE
TOWNSHIP OF RICHLAND
TOWNSHIP OF ROSS
TOWNSHIP OF WAKESHMA
VILLAGE OF AUGUSTA
Municipal Government
24 Active
24
Organizations
AUGUSTA-ROSS TOWNSHIP DISTRICT LIBRARY
GULL LAKE SEWER AND WATER AUTHORITY
KALAMAZOO COUNTY CONSERVATION DISTRICT
KALAMAZOO COUNTY TRANSPORTATION AUTHORITY
KALAMAZOO LIBRARY DISTRICT
PARCHMENT LIBRARY DISTRICT
PORTAGE DISTRICT LIBRARY
SOUTH COUNTY SEWER AND WATER AUTHORITY
SOUTH KALAMAZOO COUNTY FIRE AUTHORITY
VICKSBURG DISTRICT LIBRARY
AUGUSTA-ROSS TOWNSHIP DISTRICT LIBRARY
GULL LAKE SEWER AND WATER AUTHORITY
KALAMAZOO COUNTY CONSERVATION DISTRICT
KALAMAZOO COUNTY TRANSPORTATION AUTHORITY
KALAMAZOO LIBRARY DISTRICT
PARCHMENT LIBRARY DISTRICT
PORTAGE DISTRICT LIBRARY
SOUTH COUNTY SEWER AND WATER AUTHORITY
SOUTH KALAMAZOO COUNTY FIRE AUTHORITY
VICKSBURG DISTRICT LIBRARY
AUGUSTA-ROSS TOWNSHIP DISTRICT LIBRARY
GULL LAKE SEWER AND WATER AUTHORITY
KALAMAZOO COUNTY CONSERVATION DISTRICT
KALAMAZOO COUNTY TRANSPORTATION AUTHORITY
KALAMAZOO LIBRARY DISTRICT
PARCHMENT LIBRARY DISTRICT
PORTAGE DISTRICT LIBRARY
SOUTH COUNTY SEWER AND WATER AUTHORITY
SOUTH KALAMAZOO COUNTY FIRE AUTHORITY
VICKSBURG DISTRICT LIBRARY
Special District
10 Active
10
Organizations
CLIMAX SCOTTS COMM SCH DIST
CLIMAX-SCOTTS COMMUNITY SCHOOL
COMSTOCK PUBLIC SCHOOL DISTRICT
GALESBURG AUGUSTA COMM SCHOOL DIST
GULL LAKE COMM SCHOOLS
KALAMAZOO PUBLIC SCHOOLS
KALAMAZOO VALLEY COMMUNITY COLLEGE
KALAMAZOO VALLEY COMMUNITY COLLEGE (MAIN
KALAMZOO RESA
PARCHMENT SCHOOL DISTRICT
PORTAGE PUB SCH DIST
SCHOOLCRAFT COM SCHOOL DIST
VICKSBURG COMMUNITY SCHOOLS
CLIMAX SCOTTS COMM SCH DIST
CLIMAX-SCOTTS COMMUNITY SCHOOL
COMSTOCK PUBLIC SCHOOL DISTRICT
GALESBURG AUGUSTA COMM SCHOOL DIST
GULL LAKE COMM SCHOOLS
KALAMAZOO PUBLIC SCHOOLS
KALAMAZOO VALLEY COMMUNITY COLLEGE
KALAMAZOO VALLEY COMMUNITY COLLEGE (MAIN
KALAMZOO RESA
PARCHMENT SCHOOL DISTRICT
PORTAGE PUB SCH DIST
SCHOOLCRAFT COM SCHOOL DIST
VICKSBURG COMMUNITY SCHOOLS
CLIMAX SCOTTS COMM SCH DIST
CLIMAX-SCOTTS COMMUNITY SCHOOL
COMSTOCK PUBLIC SCHOOL DISTRICT
GALESBURG AUGUSTA COMM SCHOOL DIST
GULL LAKE COMM SCHOOLS
KALAMAZOO PUBLIC SCHOOLS
KALAMAZOO VALLEY COMMUNITY COLLEGE
KALAMAZOO VALLEY COMMUNITY COLLEGE (MAIN
KALAMZOO RESA
PARCHMENT SCHOOL DISTRICT
PORTAGE PUB SCH DIST
SCHOOLCRAFT COM SCHOOL DIST
VICKSBURG COMMUNITY SCHOOLS
School District
13 Active
13
Organizations
017 KALAMAZOO VALLEY CHAPTER OF TROUT UNLIMITED
24TH MICHIGAN VOLUNTEER INFANTRY REGIMENT
2TIM2TWO INC
33RD INFANTRY DIVISION ASSOCIATION
417CLUB
41ST DISTRICT SERVICE OFFICE INC
49AZO INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 ONEWORLD INCORPORATED
4THE22
AACORN FARM INC
ACCEL-TECH
ACCESS BREAST CANCER SCREENINGS
ACT SOCIALLY KALAMAZOO INC
ADULTS FOR GALESBURG-AUGUSTA KIDS
ADVIA CREDI UNION
ADVIA FOUNDATION
017 KALAMAZOO VALLEY CHAPTER OF TROUT UNLIMITED
24TH MICHIGAN VOLUNTEER INFANTRY REGIMENT
2TIM2TWO INC
33RD INFANTRY DIVISION ASSOCIATION
417CLUB
41ST DISTRICT SERVICE OFFICE INC
49AZO INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 ONEWORLD INCORPORATED
4THE22
AACORN FARM INC
ACCEL-TECH
ACCESS BREAST CANCER SCREENINGS
ACT SOCIALLY KALAMAZOO INC
ADULTS FOR GALESBURG-AUGUSTA KIDS
ADVIA CREDI UNION
ADVIA FOUNDATION
017 KALAMAZOO VALLEY CHAPTER OF TROUT UNLIMITED
24TH MICHIGAN VOLUNTEER INFANTRY REGIMENT
2TIM2TWO INC
33RD INFANTRY DIVISION ASSOCIATION
417CLUB
41ST DISTRICT SERVICE OFFICE INC
49AZO INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 ONEWORLD INCORPORATED
4THE22
AACORN FARM INC
ACCEL-TECH
ACCESS BREAST CANCER SCREENINGS
ACT SOCIALLY KALAMAZOO INC
ADULTS FOR GALESBURG-AUGUSTA KIDS
ADVIA CREDI UNION
ADVIA FOUNDATION
Nonprofit Organization
1549 Active
1549
Organizations
Community Partners97 organizations
CHARTER TOWNSHIP OF COMSTOCK
Municipal Government·KALAMAZOO
CITY OF KALAMAZOO
Municipal Government·KALAMAZOO
CITY OF PORTAGE
Municipal Government·PORTAGE
COUNTY OF KALAMAZOO
Municipal Government·KALAMAZOO
TOWNSHIP OF ALAMO
Municipal Government·KALAMAZOO
TOWNSHIP OF PRAIRIE RONDE
Municipal Government·SCHOOLCRAFT
VILLAGE OF CLIMAX
Municipal Government·CLIMAX
VILLAGE OF RICHLAND
Municipal Government·RICHLAND
PORTAGE DISTRICT LIBRARY
Special District·PORTAGE
SOUTH COUNTY SEWER AND WATER AUTHORITY
Special District·SCOTTS
KALAMAZOO VALLEY COMMUNITY COLLEGE (MAIN
School District·KALAMAZOO
KALAMZOO RESA
School District·PORTAGE
017 KALAMAZOO VALLEY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·PORTAGE
24TH MICHIGAN VOLUNTEER INFANTRY REGIMENT
Nonprofit Organization·Kalamazoo
2TIM2TWO INC
Nonprofit Organization·Portage
33RD INFANTRY DIVISION ASSOCIATION
Nonprofit Organization·Kalamazoo
417CLUB
Nonprofit Organization·Portage
41ST DISTRICT SERVICE OFFICE INC
Nonprofit Organization·Kalamazoo
49AZO INC
Nonprofit Organization·kalamazoo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kalamazoo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kalamazoo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kalamazoo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kalamazoo
4 ONEWORLD INCORPORATED
Nonprofit Organization·Kalamazoo
4THE22
Nonprofit Organization·KALAMAZOO
AACORN FARM INC
Nonprofit Organization·KALAMAZOO
ACCEL-TECH
Nonprofit Organization·Kalamazoo
ACCESS BREAST CANCER SCREENINGS
Nonprofit Organization·Portage
ACT SOCIALLY KALAMAZOO INC
Nonprofit Organization·Portage
ADULTS FOR GALESBURG-AUGUSTA KIDS
Nonprofit Organization·Galesburg
ADVIA CREDI UNION
Nonprofit Organization·KALAMAZOO
ADVIA FOUNDATION
Nonprofit Organization·Kalamazoo
AFRICAN COMMUNITY KALAMAZOO
Nonprofit Organization·KALAMAZOO
AFS SOUTHWEST MICHIGAN
Nonprofit Organization·Kalamazoo
AGLOW INTERNATIONAL
Nonprofit Organization·Galesburg
AGW DANCE ANGEL NETWORK
Nonprofit Organization·Kalamazoo
AIR FORCE ASSOCIATION
Nonprofit Organization·Galesburg
AIR ZOO LEGACY FOUNDATION
Nonprofit Organization·PORTAGE
ALAMO FIREFIGHTER ASSOCIATION
Nonprofit Organization·Kalamazoo
ALAMO FOUNDATION
Nonprofit Organization·Kalamazoo
ALANO CLUB OF KALAMAZOO INC
Nonprofit Organization·KALAMAZOO
ALL SPECIES CONSERVATION CLUB
Nonprofit Organization·SCOTTS
ALONGSIDE INC
Nonprofit Organization·Richland
ALPHA CHI OMEGA HOUSE CORPORATION
Nonprofit Organization·KALAMAZOO
ALPHA PHI HOUSING CORPORATION
Nonprofit Organization·KALAMAZOO
ALPHA PI MU ASSOCIATION
Nonprofit Organization·Kalamazoo
ALPHA SIGMA PHI GAMMA KAPPA ALUMIN ASSOCIATION
Nonprofit Organization·PORTAGE
ALPHA XI DELTA HOUSING CORPORATION
Nonprofit Organization·KALAMAZOO
ALTERNATIVES OF KALAMAZOO CRISIS
Nonprofit Organization·KALAMAZOO
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·Kalamazoo
AMALGAMATED TRANSIT UNION
Nonprofit Organization·KALAMAZOO
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Kalamazoo
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Portage
AMAZING GRACE LIFESAVING MINISTRIES INC
Nonprofit Organization·Parchment
AMBER WAY-WYNDHAM WEST
Nonprofit Organization·KALAMAZOO
AMERICAN ACADEMY OF VETERINARY PHARMACOLOGY & THERAPEUTICS
Nonprofit Organization·Galesburg
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Portage
AMERICAN COLLEGE OF VETERINARY
Nonprofit Organization·RICHLAND
AMERICAN CONTRACT BRIDGE LEAGUE INC UNIT 195 195 WESTERN MICHIGAN UNIT
Nonprofit Organization·KALAMAZOO
AMERICAN FEDERATION OF STATE COUNTY
Nonprofit Organization·KALAMAZOO
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Parchment
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Kalamazoo