WAKEFIELD ADVISORS, LLC

GOLDEN, Colorado·2 registered advisors·CRD# 163814
SEC# 802-1169631303-454-5500
01

Firm Overview

AUM
$66M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Other
Compensation
Percentage of AUM
Performance-based fees
03

Advisors at WAKEFIELD ADVISORS, LLC

2 registered advisors
Patrick Francis Hart
GOLDEN, Colorado
Patrick John Kane
GOLDEN, Colorado
05

Office Locations

GOLDEN, Colorado
2 advisors

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Data sourced from SEC Form ADV filings. WAKEFIELD ADVISORS, LLC (CRD# 163814) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.