13976 W. Bowles Avenue
Ste. 200
Littleton, Colorado 80127
Tel: 720-962-6700
WAMBOLT & ASSOCIATES, LLC, formally registered with the SEC as WAMBOLT & ASSOCIATES, LLC. The firm was established in 06/04/2010. They have over 2 offices throughout the country.
WAMBOLT & ASSOCIATES, LLC is a Littleton, Colorado based Financial Planning firm with nearly $564,700,957 assets under management, offering retirement planning & investment advisory services to 1849 clients. The firm is staffed with 16 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 153454 |
SEC# | 801-71476 |
Assets Managed by Firm | $564,700,957 |
No. of Clients | 1849 |
No. of Advisors | 16 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1849 | $564,700,957 |
Individuals (other than high net worth individuals) | 445 | $111,276,826 |
High net worth individuals | 174 | $418,249,319 |
Pension and profit sharing plans | 14 | $14,845,031 |
Charitable organizations | Fewer than 5 clients | $2,156,595 |
Corporations or other businesses | 11 | $10,093,309 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
Explore More Retirement Advisors in Littleton, Colorado