Wakefield Asset Management, Lllp, CO — Investment Adviser | BuildTrust

Active

WAKEFIELD ASSET MANAGEMENT, LLLP

Investment AdviceENGLEWOOD, CO

Assets Under Management

$371.2M

Total AUM

Donut chart: Discretionary 370.9M, Non-Discretionary 321K
Category	Value
Discretionary	370.9M
Non-Discretionary	321K

Adviser Information

Field	Value
CRD Number	143720
SEC Number	801-68152
Street Address	7887 EAST BELLEVIEW AVE, SUITE #800
Location	ENGLEWOOD, CO 80111
Country	United States
Phone	303-771-0630
Fax	303-770-0160
Total Employees	10

Client Count by Type (192 Total)

Horizontal bar chart: Individuals (other than H… 95, High Net Worth Individual… 83, Corporations/Businesses 8, Pension/Profit Sharing Pl… 4, Charitable Organizations 2
Category	Value
Individuals (other than H…	95
High Net Worth Individual…	83
Corporations/Businesses	8
Pension/Profit Sharing Pl…	4
Charitable Organizations	2