Nicholas
Gervasini
Wakefield Asset Management, Lllp
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About this Advisor
Nicholas Gervasini is a financial advisor based in Englewood, Colorado, working with Wakefield Asset Management, Lllp. Nicholas has previously held positions at Wakefield Asset Management, Lllp, Plante & Moran Pllc, Gonzaga University, and Regis Jesuit High School. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Nicholas is part of Wakefield Asset Management, Lllp, which operates out of Englewood, Colorado. The firm has 11 employees and manages assets totaling $343.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wakefield Asset Management, Lllp includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wakefield Asset Management, Lllp Brokerage Details
$343,094,943
11
572
$599,816
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Nicholas Gervasini Work History
Wakefield Asset Management, Lllp
Plante & Moran Pllc
Gonzaga University
Regis Jesuit High School
Disclosures
Please visit the SEC profile of Nicholas Gervasini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wakefield Asset Management, Lllp
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
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