Wambolt & Associates is an investment advisor in Littleton with $453.83 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
272153580
SEC advisor number
801-71476
FINRA CRD number
153454
AUM ?
$564.70 mm
(as of 11 Mar 24)
Accounts
1,849
(as of 11 Mar 24)
Employees
16
(10 investment advisory or research)
Address
Wambolt & Associates
13976 W. BOWLES AVENUE, STE. 200
LITTLETON
CO 80127
13976 W. BOWLES AVENUE, STE. 200
LITTLETON
CO 80127
Phone
720-962-6700
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
20 Oct 21