Wakefield Asset Management

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

7887 E Belleview Ave Ste 800, Englewood,...

Phone Number

(303) 771-0630

Revenue

$6.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Wakefield Asset Management

Wakefield Asset Management is an SEC-registered investment advisor based in Englewood, CO, specializing in actively-managed U.S. Equity strategies, including Large Cap, Small Cap, and Biblically Responsible portfolios. The firm employs a disciplined investment process utilizing proprietary technology to identify market inefficiencies and deliver long-term returns above the index. Wakefield is committed to unwavering discipline, continuous improvement, and attentive client service, catering to both institutional and individual clients. Their unique investment philosophy focuses on quantitative behavior investment techniques to capitalize on behavioral tendencies in the market.Explore more
Wakefield Asset Management's Social MediaPopular SearchesWakefield Asset Management CorpWakefield Asset ManagementWakefield Investment CorpWakefield Asset Management LLLPWakefield Assets LLCSIC Code 62,628NAICS Code 52,523Show more

Wakefield Asset Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wakefield Asset Managemen...

$6.5M
11-50
Private
-
2003
NS
Norimasa ShimizuChief Operating Officer
$5.3M
11-50
Private
<$5M
1995
JS
Jose SotoChief Financial Officer
<$5M
1-10
Private
-
2012
MO
Michael ObuchowskiFounder & Chief Investment Officer
<$5M
11-50
Private
-
2003
TG
Todd GervasiniManaging Partner, President and Chief Investment Officer
<$5M
1-10
Private
-
2001
AH
Asta Haas-HeyeDirector, Operations
<$5M
1-10
Private
-
2008
SM
Sadie McCarthyInvestor Relations Marketing Analyst
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wakefield Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wakefield Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wakefield Asset Management.

Wakefield Asset Management Tech Stack

A closer look at the technologies used by Wakefield Asset Management

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Frequently Asked Questions Regarding Wakefield Asset Management

What is Wakefield Asset Management's official website?
Wakefield Asset Management's official website is www.wakefieldasset.com
What is Wakefield Asset Management's Revenue?
Wakefield Asset Management's revenue is $6.5 Million
What is Wakefield Asset Management's SIC code?
Wakefield Asset Management's SIC: 62,628
What is Wakefield Asset Management's NAICS code?
Wakefield Asset Management's NAICS: 52,523
How many employees does Wakefield Asset Management have?
Wakefield Asset Management has 11-50 employees
What industry does Wakefield Asset Management belong to?
Wakefield Asset Management is in the industry of: Finance, Securities Trading
What is Wakefield Asset Management competition?
Wakefield Asset Management top competitors include: Wakefield Wealth Management, Dana Investment Advisors, Delphin Investments, Merlin Asset Management
What technology does Wakefield Asset Management use?
Some of the popular technologies that Wakefield Asset Management uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Microsoft Excel
How do I contact Wakefield Asset Management?
Wakefield Asset Management contact info: Phone number: (303) 771-0630 Website: www.wakefieldasset.com
What does Wakefield Asset Management do?

Wakefield Asset Management is an SEC-registered investment advisor based in Englewood, CO, specializing in actively-managed U.S. Equity strategies, including Large Cap, Small Cap, and Biblically Responsible portfolios. The firm employs a disciplined investment process utilizing proprietary technology to identify market inefficiencies and deliver lo... ng-term returns above the index. Wakefield is committed to unwavering discipline, continuous improvement, and attentive client service, catering to both institutional and individual clients. Their unique investment philosophy focuses on quantitative behavior investment techniques to capitalize on behavioral tendencies in the market.Read More

What are Wakefield Asset Management social media links?
Wakefield Asset Management Linkedin page Wakefield Asset Management Twitter page
Is Wakefield Asset Management a public company?
Wakefield Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Wakefield Asset Management

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