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Building 2WAKEFIELD ASSET MANAGEMENT, LLLP

Map pinENGLEWOOD, CO
Phone303-771-0630
NotebookSEC #801-68152
Total AUM
$454M
Employees
11
Clients
201

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7887 EAST BELLEVIEW AVE, SUITE #800
ENGLEWOOD
CO 80111
United States
Operating Hours
7:30AM TO 4:30PM
Monday - Friday
Phone
303-771-0630

ReceiptFinancials

Total AUM
$454M
Accounts
586
Discretionary
$453.5M
Accounts
582
Non-Discretionary
$472.1K
Accounts
4

ContactClients

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Individual Clients
103
AUM
$49.1M
HNW Individual Clients
85
AUM
$266.7M
Pension/Profit Sharing Plan Clients
3
AUM
$8.4M
Charitable Organization Clients
2
AUM
$701.5K
Corporation or Business Clients
8
AUM
$129M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOILLANETXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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