Overview
Assets Under Management: $343 million
Headquarters: ENGLEWOOD, CO
High-Net-Worth Clients: 83
Average Client Assets: $3 million
Frequently Asked Questions
WAKEFIELD ASSET MANAGEMENT, LLLP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143720), WAKEFIELD ASSET MANAGEMENT, LLLP is subject to fiduciary duty under federal law.
WAKEFIELD ASSET MANAGEMENT, LLLP is headquartered in ENGLEWOOD, CO.
WAKEFIELD ASSET MANAGEMENT, LLLP serves 83 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, WAKEFIELD ASSET MANAGEMENT, LLLP offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WAKEFIELD ASSET MANAGEMENT, LLLP manages $343 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, WAKEFIELD ASSET MANAGEMENT, LLLP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.42
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 572
Discretionary Accounts: 568
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 143720
Last Filing Date: 2024-03-28 00:00:00
Website: https://wakefieldinc.com