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Gregory Alan Wambolt

WAMBOLT & ASSOCIATES, LLC·LITTLETON, Colorado
Unclaimed Profile
13976 W. BOWLES AVENUE, LITTLETON, CO 80127CRD# 1661222Firm CRD# 153454
01

About

Gregory Alan Wambolt is a registered financial advisor based in LITTLETON, Colorado, affiliated with WAMBOLT & ASSOCIATES, LLC. 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
WAMBOLT & ASSOCIATES, LLC
WAMBOLT & ASSOCIATES, LLC
AUM
$565M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at WAMBOLT & ASSOCIATES, LLC →
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
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1661222
Firm CRD# 153454
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Alan Wambolt offer?
Gregory Alan Wambolt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LITTLETON, Colorado for a consultation.
What are Gregory Alan Wambolt's credentials?
Gregory Alan Wambolt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Alan Wambolt located?
Gregory Alan Wambolt is based in LITTLETON, Colorado, working with WAMBOLT & ASSOCIATES, LLC. Their office serves clients in the LITTLETON metropolitan area and surrounding communities.
How does Gregory Alan Wambolt charge for services?
Gregory Alan Wambolt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WAMBOLT & ASSOCIATES, LLC?
WAMBOLT & ASSOCIATES, LLC has approximately 16 employees and manages $565M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
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