Overview
Assets Under Management: $343 million
Headquarters: ENGLEWOOD, CO
High-Net-Worth Clients: 83
Average Client Assets: $3 million
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