Jacob
Wolfman
Sensenig Capital Advisors, Inc
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About this Advisor
Jacob Wolfman is a financial advisor based in Collegeville, Pennsylvania, working with Sensenig Capital Advisors, Inc. Jacob has previously held positions at Sensenig Capital Advisors, Inc, University Of Pittsburgh, Pennoni, North American Forgemasters, and Lehigh Heavy Forge Corp. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Jacob is part of Sensenig Capital Advisors, Inc, which operates out of Collegeville, Pennsylvania. The firm has 6 employees and manages assets totaling $171.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and publication of newsletters. The fee structure at Sensenig Capital Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sensenig Capital Advisors, Inc Brokerage Details
$171,274,173
6
369
$464,158
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Jacob Wolfman Work History
Sensenig Capital Advisors, Inc
Lehigh Heavy Forge Corp
Lehigh Heavy Forge Corp
North American Forgemasters
Pennoni
University Of Pittsburgh
Disclosures
Please visit the SEC profile of Jacob Wolfman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sensenig Capital Advisors, Inc
Collegeville, PA
Collegeville, PA
Collegeville, PA
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