Wakefield Asset Management, Lllp

Wakefield Asset Management, Lllp (CRD# 143720) is a financial advisory firm headquartered in Englewood, CO. They manage $381,008,200 in 528 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    381
    MILLION
  • Total Number of Accounts
    528
    ACCOUNTS
  • Average Account Value
    $721,606
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, IL, PA, TX, UT

Financial Advisors at Wakefield Asset Management, Lllp
Showing 1 - 3 of 3 top financial advisors.
1
Gregory J. Brittain
CRD#: 6438047
7887 East Belleview Ave, Suite #800, Englewood, CO 80111
93
Wealthminder
score

Gregory Brittain (CRD# 6438047) is an Investment Advisor Representative working at Wakefield Asset Management, Lllp in Englewood, CO and has 1 year of experience in the finance industry.

2
Geoffrey T. Gervasini
CRD#: 2443483
7887 East Belleview Ave, Suite #800, Englewood, CO 80111
93
Wealthminder
score

Geoffrey Gervasini (CRD# 2443483) is an Investment Advisor Representative working at Wakefield Asset Management, Lllp in Englewood, CO and has over 22 years of experience in the finance industry.

3
Donald B. Wiesley
CRD#: 2862806
7887 East Belleview Ave, Suite #800, Englewood, CO 80111
93
Wealthminder
score

Donald Wiesley (CRD# 2862806) is an Investment Advisor Representative working at Wakefield Asset Management, Lllp in Englewood, CO and has over 19 years of experience in the finance industry.

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