Wakefield Asset Management, Lllp
Wakefield Asset Management, Lllp (CRD# 143720) is a financial advisory firm headquartered in Englewood, CO. They manage $352,492,560 in 544 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management352MILLION
Total Number of Accounts544ACCOUNTS
Average Account Value$647,964
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, IL, LA, NE, TX
Gregory Brittain (CRD# 6438047) is an Investment Advisor Representative working at Wakefield Asset Management, Lllp in Englewood, CO and has over 7 years of experience in the finance industry.
Geoffrey Gervasini (CRD# 2443483) is an Investment Advisor Representative working at Wakefield Asset Management, Lllp in Englewood, CO and has over 28 years of experience in the finance industry.