James Thomas Wolfe
Investment adviser representative at Vantage Consulting Group Inc
39 yearsExperience
1 stateRegistered in
$246.3MFirm assets
40 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
39 years in the industry.
- Vantage Consulting Group IncJun 1987 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (VA).
Vantage Consulting Group Inc
$246.3MAssets managed
7Clients
8Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2154061
- Firm CRD
- 105240