Wambolt & Associates, LLC
Wambolt & Associates, LLC (CRD# 153454) is a financial advisory firm headquartered in Littleton, CO. They manage $564,700,957 in 1,849 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management565MILLION
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Total Number of Accounts1,849ACCOUNTS
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Average Account Value$305,409
- 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)
AZ, CA, CO, FL, IL, KS, NE, NH, OK, TX, WA
Cynthia Alvarez (CRD# 6082323) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 11 years of experience in the finance industry.
Shaun Cavanagh (CRD# 6539476) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 8 years of experience in the finance industry.
Janelle Van Meel (CRD# 3168910) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 10 years of experience in the finance industry.
Gregory Wambolt (CRD# 1661222) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 29 years of experience in the finance industry.
Scott Brooks (CRD# 7227609) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 2 years of experience in the finance industry.
Kurt Gallup (CRD# 7781720) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has 1 year of experience in the finance industry.
Tyler Hentges (CRD# 6780869) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 6 years of experience in the finance industry.
William Michener (CRD# 7119343) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has 1 year of experience in the finance industry.
Eleni Yeros (CRD# 7155492) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 4 years of experience in the finance industry.