Wakefield Advisors, LLC
Wakefield Advisors, LLC (CRD# 163814) is a financial advisory firm headquartered in Golden, CO. They manage $221,634,827 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management222MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$27,704,353
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")