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Business Profile

Investment Management

S J Wolfe Investments, LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Investment Management.

About

About This Business

Products and Services

We offer investment advice, portofoilo mangement and a full range of investments and insurance services and products.

Business Details

BBB File Opened:
8/5/2002
Business Started:
1/1/1926
Business Started Locally:
4/1/2002
Business Incorporated:
6/27/1983
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Cutter & Co.
SJ Wolfe Investments, LLC
Business Management:
Mr. Darrell A. Patrick, Senior Vice President/Bra

Additional Contact Information

Principal Contacts
Mr. Darrell A. Patrick, Senior Vice President/Bra
Customer Contacts
Ms. Patty Mikal, Sales Assistant
Mr. Darrell A. Patrick, Senior Vice President/Bra

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 357750 for this business, issued by Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC)

450 Fifth Street, N.W.

Washington DC 20549

Additional Information

Other Resources
Department of Financial Institutions
77 S High St 21ST Fl
Columbus OH 43215
Phone Number: (614) 728-8400
www.com.state.oh.us/ODOC/dfi/
Division of Securities
77 S High St 22nd Fl
Columbus OH 43215
Phone Number: (614) 644-7381
www.securities.state.oh.us/
Financial Industry Regulatory Authority
1735 K Street
Washington DC 20006
Phone Number: (301) 590-6500
Ohio Department of Insurance
50 W Town St, Ste 300
Columbus OH 43215
Phone Number: (800) 686-1526
https://gateway.insurance.ohio.gov/UI/ODI.Agent.Public.UI/AgentSearch.mvc/DisplaySearch
Securities and Exchange Commission (SEC)
450 Fifth Street, N.W.
Washington DC 20549
Phone Number: (202) 942-7040
Business Categories
Investment Management

More Resources

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