Wakefield Asset Management, Lllp
Wakefield Asset Management, Lllp (CRD# 143720) is a financial advisory firm headquartered in Englewood, CO. They manage $312,557,936 in 557 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Wakefield Asset Management, Lllp
By the Numbers
-
Total Assets Under Management313MILLION
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Total Number of Accounts557ACCOUNTS
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Average Account Value$561,145
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
Registered Investment Advisor
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
1
Gregory Brittain (CRD# 6438047) is an Investment Advisor Representative working at Wakefield Asset Management, Lllp in Englewood, CO and has over 8 years of experience in the finance industry.
2
Geoffrey Gervasini (CRD# 2443483) is an Investment Advisor Representative working at Wakefield Asset Management, Lllp in Englewood, CO and has over 30 years of experience in the finance industry.
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