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Building 2WAKEFIELD ADVISORS, LLC

Map pinGOLDEN, CO
Phone303-454-5501
NotebookSEC #801-76574
Total AUM
$66.5M
Employees
5
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25568 GENESEE TRAIL ROAD
GOLDEN
CO 80401
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
303-454-5501
Other Offices
1

ReceiptFinancials

Total AUM
$66.5M
Accounts
1
Discretionary
$66.5M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$66.5M

Briefcase businessServices

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Services Offered
Other Services
Other Services
COMMODITY POOL OPERATOR
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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