WAKEFIELD ASSET MANAGEMENT, LLLP

7887 East Belleview Ave, Suite #800
Englewood, Colorado 80111
Tel: 303-771-0630

About WAKEFIELD ASSET MANAGEMENT, LLLP

WAKEFIELD ASSET MANAGEMENT, LLLP, formally registered with the SEC as WAKEFIELD ASSET MANAGEMENT, LLLP. The firm was established in 07/23/2007. They have over 1 offices throughout the country.

WAKEFIELD ASSET MANAGEMENT, LLLP is a Englewood, Colorado based Financial Planning firm with nearly $343,094,943 assets under management, offering retirement planning & investment advisory services to 572 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143720
SEC#	801-68152
Assets Managed by Firm	$343,094,943
No. of Clients	572
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	572	$343,094,943
Individuals (other than high net worth individuals)	82	$34,946,613
High net worth individuals	83	$224,367,549
Pension and profit sharing plans	4	$12,920,367
Charitable organizations	2	$659,948
Corporations or other businesses	9	$70,200,466

More Retirement Planning firms in Englewood, Colorado:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305
ALPS ADVISORS, INC. 1290 Broadway Suite 1000 Denver, CO, 80203	$24,019,792,910	7	64

Explore More Retirement Advisors in Englewood, Colorado

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.