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James Thomas Wolfe

Vantage Consulting Group Inc.

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About James Thomas Wolfe

James Wolfe is a registered Investment Advisor Representative with Vantage Consulting Group Inc. in Virginia Beach, Virginia. James Wolfe is a Registered Investment Advisor and has been in the industry since June 1987. James Wolfe has a Series 65 license. James Wolfe has been registered with the state of Virginia since February 5, 2002. Vantage Consulting Group Inc. provides investment advice and management for individuals, businesses, investment companies, and pooled investment vehicles. The firm offers a variety of services, including portfolio management, pension consulting, and the selection of other advisors.

Firm Information

James Wolfe is currently registered with Vantage Consulting Group Inc.. Vantage Consulting Group Inc. is an investment advisor based in VIRGINIA BEACH, VA, United States. The firm has 7 investment adviser representatives and manages approximately $468,661,197 in client assets. Vantage Consulting Group Inc. provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They also offer pension consulting and selection of other advisers. The firm serves various client types, including individuals, investment companies, pooled investment vehicles, and pension and profit-sharing plans.
Vantage Consulting Group Inc.

3500 PACIFIC AVE

VIRGINIA BEACH, VA 23451

$468.66M

Assets Under Management

13

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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vcgi may also provide advice to endowments, ltd partnerships, advice/trading/acctg to pooled investments/and signal strategy

Vcgi may also provide advice to endowments, ltd partnerships, advice/trading/acctg to pooled investments/and signal strategy

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Agreed upon rate for special projects

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James Wolfe’s Registration & Firm History

VA

02/05/2002 - Present

Vantage Consulting Group Inc. (VIRGINIA BEACH VA)

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Licenses & Designations

IA

Issued 09/28/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Thomas Wolfe.
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