Wambolt & Associates, LLC
Wambolt & Associates, LLC (CRD# 153454) is a financial advisory firm headquartered in Littleton, CO. They manage $141,358,566 in 707 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management141MILLION
Total Number of Accounts707ACCOUNTS
Average Account Value$199,941
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
CA, CO, OK, TX
Christopher Cincera (CRD# 5921699) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 7 years of experience in the finance industry.