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).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    707
    ACCOUNTS
  • Average Account Value
    $199,941
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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, OK, TX

Financial Advisors at Wambolt & Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher J. Cincera
CRD#: 5921699
13976 W. Bowles Avenue, Ste. 200, Littleton, CO 80127
93
Wealthminder
score

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.

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