Nicholas Todd Gervasini

Wakefield Asset Management, Lllp

1 Year of Experience

View SEC Summary

Areas of Practice

Investment Management

Wakefield Asset Management, Lllp

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

192 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$371.2M

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

7887 East Belleview Ave, Suite #800, Englewood, CO, 80111

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Wakefield Asset Management, Lllp

March 2024 - Present · 1 yr 11 mos

Wakefield Wealth Management, Lllp

March 2024 - Present · 1 yr 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.