WAMBOLT & ASSOCIATES, LLC

LITTLETON, Colorado·3 registered advisors·CRD# 153454
SEC# 801-714761720-962-6700
01

Firm Overview

AUM
$565M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WAMBOLT & ASSOCIATES, LLC

3 registered advisors
Andrew Stuart Jenkins
LITTLETON, Colorado
Cynthia Diane Alvarez
LITTLETON, Colorado
Gregory Alan Wambolt
LITTLETON, Colorado
05

Office Locations

LITTLETON, Colorado
3 advisors

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Data sourced from SEC Form ADV filings. WAMBOLT & ASSOCIATES, LLC (CRD# 153454) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.