Wakefield Asset Management, Lllp

Wakefield Asset Management, Lllp (CRD# 143720) is a financial advisory firm headquartered in Englewood, CO. They manage $279,104,000 in 552 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    552
    ACCOUNTS
  • Average Account Value
    $505,623
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, LA, NE, PA, TX

Financial Advisors at Wakefield Asset Management, Lllp
Showing 1 - 3 of 3 top financial advisors.
1
Gregory J. Brittain
CRD#: 6438047
Englewood, CO 80111

Gregory Brittain (CRD# 6438047) is an Investment Advisor Representative working at Wakefield Asset Management, Lllp in Englewood, CO and has over 5 years of experience in the finance industry.

2
Geoffrey T. Gervasini
CRD#: 2443483
7887 East Belleview Ave, Suite #800, Englewood, CO 80111

Geoffrey Gervasini (CRD# 2443483) is an Investment Advisor Representative working at Wakefield Asset Management, Lllp in Englewood, CO and has over 26 years of experience in the finance industry.

3
Thomas A. Moody
CRD#: 4005259
7887 East Belleview Ave, Suite #800, Englewood, CO 80111

Thomas Moody (CRD# 4005259) is an Investment Advisor Representative working at Wakefield Asset Management, Lllp in Englewood, CO and has over 21 years of experience in the finance industry.

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