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Gregory J Brittain

WAKEFIELD WEALTH MANAGEMENT, LLLP·ENGLEWOOD, Colorado
Unclaimed Profile
7887 E. BELLEVIEW AVE, SUITE 800, ENGLEWOOD, CO 80111CRD# 6438047Firm CRD# 173997
01

About

Gregory J Brittain is a registered financial advisor based in ENGLEWOOD, Colorado, affiliated with WAKEFIELD WEALTH MANAGEMENT, LLLP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WAKEFIELD WEALTH MANAGEMENT, LLLP
WAKEFIELD WEALTH MANAGEMENT, LLLP
AUM
$369M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WAKEFIELD WEALTH MANAGEMENT, LLLP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6438047
Firm CRD# 173997
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory J Brittain offer?
Gregory J Brittain specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ENGLEWOOD, Colorado for a consultation.
What are Gregory J Brittain's credentials?
Gregory J Brittain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory J Brittain located?
Gregory J Brittain is based in ENGLEWOOD, Colorado, working with WAKEFIELD WEALTH MANAGEMENT, LLLP. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.
How does Gregory J Brittain charge for services?
Gregory J Brittain's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WAKEFIELD WEALTH MANAGEMENT, LLLP?
WAKEFIELD WEALTH MANAGEMENT, LLLP has approximately 10 employees and manages $369M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WAKEFIELD WEALTH MANAGEMENT, LLLP

Geoffrey Todd Gervasini
ENGLEWOOD, CO

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