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:

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JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
EMPOWER ADVISORY GROUP, LLC 8515 East Orchard Rd 4t2 Greenwood Village, CO, 80111	$134,279,160,181	188739	766
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

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