WAMBOLT & ASSOCIATES, LLC

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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

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

WAMBOLT & ASSOCIATES, LLC
13976 W. BOWLES AVENUE STE. 200
LITTLETON CO    80127
Country: United States

Business Phone: 720-962-6700
Fax: 720-962-6777
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CO
Number of employees: 9
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 262
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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