WAMBOLT & ASSOCIATES, LLC

WAMBOLT & ASSOCIATES, LLC of LITTLETON, CO is an SEC-registered investment adviser (CRD 153454). Regulatory assets under management: $586.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (8)

NameRoleLocation
Gregory Alan WamboltMANAGING MEMBER & CHIEF COMPLIANCE OFFICER—
Cynthia Diane AlvarezSHAREHOLDER—
WAMBOLT GREGORY ALANMANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER—
WAMBOLT GREGORYMANAGING MEMBER & CHIEF COMPLIANCE OFFICER—
WAMBOLT JEFF LELANDCHIEF COMPLIANCE OFFICER—
WAMBOLT JEFFCHIEF COMPLIANCE OFFICER—
ALVAREZ CYNTHIA DIANESHAREHOLDER—
JENKINS ANDREW STUARTSHAREHOLDER—

Branch offices (2)

CityStateEmployeesPhone
LITTLETONCO7720-962-6700
LITTLETONCO7720-962-6700

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