$53.4M Total AUM
$53.4M Disc. AUM
-- 3Y CAGR
3 Employees
194 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Stonex
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-17-2018
- Office Locations
- 1
Office Locations
17294 Farmington Road Livonia MI
About THE Wolter Group, Inc.
THE Wolter Group, Inc. is a Livonia-based RIA. The firm has been operating for 8 years. Managing $53.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Stonex.
Team overview
-- AVG AGE
$26.7M AVG AUM / ADVISOR
$275.1K AVG AUM / CLIENT
8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
S
SCOTT GARY WOLTER
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #2101241
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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G
GARY JOSEPH ZARB
National Sales Manager
- CRD
- #4479322
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,363,288 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,363,288 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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