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WAKEFIELD ASSET MANAGEMENT, LLLP

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

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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 $312,557,936 assets under management, offering retirement planning & investment advisory services to 557 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#143720
SEC#801-68152
Assets Managed by Firm$312,557,936
No. of Clients557
No. of Advisors11

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total557$312,557,936
Individuals (other than high net worth individuals)74$31,184,575
High net worth individuals80$200,413,408
Pension and profit sharing plans5$11,430,255
Charitable organizations3$3,459,378
Corporations or other businesses8$66,070,320

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