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WAMBOLT & ASSOCIATES, LLC
LITTLETON, CO
720-962-6700
SEC #801-71476Total AUM
$586.8M
Employees
13Clients
622Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
13976 W. BOWLES AVENUE
STE. 200
LITTLETON
CO 80127
United States
STE. 200
LITTLETON
CO 80127
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Monday - Friday
Phone
720-962-6700
Other Offices
1
Financials
Total AUM
$586.8M
Accounts
1,898Discretionary
$586.8M
Accounts
1,898Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
407AUM
$90.9M
HNW Individual Clients
192AUM
$454.8M
Pension/Profit Sharing Plan Clients
14AUM
$17.6M
Charitable Organization Clients
1AUM
$1.7M
Corporation or Business Clients
7AUM
$12.4M
Other Clients
1AUM
$9.4M
Description of Other Clients
SOUTHPAC TRUST
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLILNENHTXWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.