JOHN A. WOLFE & ASSOCIATES, INC.
  • JOHN A. WOLFE & ASSOCIATES, INC.
  • THE MILLER FINANCIAL GROUP, INC.
  • MILLER FINANCIAL GROUP INC

Adviser Profile

As of Date 01/14/2026
Registration SEC, Approved, 03/16/1990
ADV Location PORTAGE, MI, United States
Contact Info 269 xxxxxxx
AUM* 560,663,000 12%
of that, discretionary 560,663,000 12%
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 478,790 19%
% High Net Worth 38.89% 22%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

561M 481M 400M 320M 240M 160M 80M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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