HTTPS://WWW.FACEBOOK.COM/PG/WAMBOLTANDASSOCIATES/ABOUT/ • LITTLETON, CO • Investment Advisor How do I update this listing?
Wambolt & Associates is based out of Littleton. Wambolt & Associates is a large advisory firm with 262 clients and discretionary assets under management (AUM) of $190,340,979 (Form ADV from 2018-10-05). Their last reported 13F filing for Q4 2018 included $90,635,000 in managed 13F securities and a top 10 holdings concentration of 27.52%. Wambolt & Associates's largest holding is United Parcel Service, Inc. Class B with shares held of 56,746. Whalewisdom has at least 1 13F filings