WOLVERINE INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 307037
- Registered since
- May 15, 2020
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wolverine Investment Advisors, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating primarily for individual and family clients. Registered in 2020, the firm bills on a percentage-of-AUM basis and focuses on portfolio management for individuals and small businesses. Wolverine is classified as an independent RIA with an individual owner and does not position itself as a capital allocator, pension consultant, multi-state adviser, or ESG specialist.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
3 of 3Deniz Anginer
Co-FounderCRD 7249486
Iurii Tceretian
Co-FounderCRD 7249492
Celim Yildizhan
Co-FounderCRD 7249483
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3379 Peachtree Rd NE
- Time zone
- ET (UTC-5)
- Office locations
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