7887 East Belleview Ave, Suite #800
Englewood, Colorado 80111
Tel: 303-771-0630
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 $312,557,936 assets under management, offering retirement planning & investment advisory services to 557 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 143720 |
SEC# | 801-68152 |
Assets Managed by Firm | $312,557,936 |
No. of Clients | 557 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 557 | $312,557,936 |
Individuals (other than high net worth individuals) | 74 | $31,184,575 |
High net worth individuals | 80 | $200,413,408 |
Pension and profit sharing plans | 5 | $11,430,255 |
Charitable organizations | 3 | $3,459,378 |
Corporations or other businesses | 8 | $66,070,320 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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