Frequently Asked Questions (FAQ) About
Wakefield Asset Management LLLP
- Where is Wakefield Asset Management LLLP Located
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7887 EAST BELLEVIEW AVE, SUITE #800, ENGLEWOOD, CO
- Wakefield Asset Management LLLP: Is the firm operating under a legal name?
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The firm is using the following primary business name: Wakefield Asset Management LLLP, while the legal name is: WAKEFIELD ASSET MANAGEMENT, LLLP
- Wakefield Asset Management LLLP: How many employees does the firm employ?
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Wakefield Asset Management LLLP has 8 employees, of which 3 are employees in advisory roles
- Wakefield Asset Management LLLP: How many clients does the firm serve?
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It serves 10 clients.
- Wakefield Asset Management LLLP: What are the top holdings of this firm?
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VANGUARD SCOTTSDALE FDS INVESCO EXCHNG TRADED FD TR SCHWAB STRATEGIC TR PIMCO ETF TR ISHARES ISHARES JP MORGAN EXCHANGE TRADED FD Schwab Aggregate Bond ETF (SCH SCHWAB STRATEGIC TR ARCONIC INC
- Wakefield Asset Management LLLP: What other investment firms are located in the vicinity?
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Wealth Watch Advisors LLC Copper River Advisors LLC Jenkins Wealth Custom Portfolio Group LLC Wakefield Wealth Management LLLP Parsonex Advisory Services Inc A & I Financial Services LLC Cherry Creek Investment Advisors Inc Stark Richard Joseph