WAKEFIELD ADVISORS, LLC
CRD #163814 SEC #802-116963 GOLDEN, CO 303-454-5500
State Registered Exempt Reporting Private Funds
Total AUM
$66.5M
Discretionary
$66.5M
Employees
5
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $66.5M | $66.5M | $0 | 5 | 0 |
| Mar 2018 | $114.8M | $114.8M | $0 | 5 | 0 |
| Mar 2017 | $221.6M | $221.6M | $0 | 6 | 1 |
| Dec 2016 | $17.6M | $17.6M | $0 | 4 | 1 |
| Aug 2016 | $17.6M | $17.6M | $0 | 4 | 1 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2019
Total AUM$66.5M
Discretionary$66.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees6
Clients1
DateDec 2016
Total AUM$17.6M
Discretionary$17.6M
Non-Disc.$0
Employees4
Clients1
DateAug 2016
Total AUM$17.6M
Discretionary$17.6M
Non-Disc.$0
Employees4
Clients1
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0