Back to top

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on Dec. 21, 2019
    • $286.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 596
      Accounts
    • $480.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

7

name start date
Charles Kent Verruggio
May 2012
Frances Nmi Fang
October 2012
April Lynn Krauz Turch
September 2015
Sean William Fitzgerald
November 2017
Robert David Len
January 2003

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Wolf Group Business Services -- --
    Wolf Group Capital Advisors IAR $286,302,183

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Leonard Scott Wolf Vice President September, 1996 50% to 75%
      Robert David Len Managing Director September, 1996 50% to 75%
      April Lynn Krauz Turch Chief Compliance Officer And Operations Manager July, 2019 less than 5%
      Catherine Grace Lee Chief Operating Officer October, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees