Wakefield Asset Management, Lllp
Wakefield Asset Management, Lllp (CRD# 143720) is a financial advisory firm headquartered in Englewood, CO. They manage $343,094,943 in 572 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management343MILLION
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Total Number of Accounts572ACCOUNTS
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Average Account Value$599,816
- 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, VA
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.
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.
Nicholas Gervasini (CRD# 7883265) is an Investment Advisor Representative working at Wakefield Asset Management, Lllp in Englewood, CO and has 1 year of experience in the finance industry.