WAKEFIELD CAPITAL MANAGEMENT, INC.

CHEVY CHASE, Maryland·2 registered advisors·CRD# 151096
SEC# 801-70592301-941-1660
01

Firm Overview

AUM
$17M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at WAKEFIELD CAPITAL MANAGEMENT, INC.

2 registered advisors
Daniel Lee Willison Jr.
CHEVY CHASE, Maryland
Sean Patrick Murphy
CHEVY CHASE, Maryland
05

Office Locations

CHEVY CHASE, Maryland
2 advisors

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Data sourced from SEC Form ADV filings. WAKEFIELD CAPITAL MANAGEMENT, INC. (CRD# 151096) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.