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).

By the Numbers
  • Total Assets Under Management
    352
    MILLION
  • Total Number of Accounts
    544
    ACCOUNTS
  • Average Account Value
    $647,964
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.

AZ, CA, CO, IL, LA, NE, TX

Financial Advisors at Wakefield Asset Management, Lllp
Showing 1 - 2 of 2 top financial advisors.
1
Gregory J. Brittain
CRD#: 6438047
7887 East Belleview Ave, Suite #800, Englewood, CO 80111

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.

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 28 years of experience in the finance industry.

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