Investment adviser · CRD 151096

WAKEFIELD CAPITAL MANAGEMENT, INC.

Investment adviser filing (IA)

CHEVY CHASE, MD, United States · Form ADV filed Aug 14, 2014

Regulatory AUM
$17M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 14, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

2 WISCONSIN CIRCLE, SUITE 540
CHEVY CHASE, MD, 20815, United States

CRD 151096

Filing source

Form ADV 839499 · Aug 14, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.