Wakefield Capital Management, Inc. is an adviser based in Chevy Chase. It manages $17 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Maryland.
Wakefield Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wakefield Capital Management, Inc. is $17 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wakefield Capital Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Donald Charles Tomasso joined the executive team most recently as the Vice Chairman.
The principal office where Wakefield Capital Management, Inc. performs its advisory services is located at 2 Wisconsin Circle, Chevy Chase, MD 20815, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 301-941-1660 or by fax 301-941-1661. The normal business hours are 8:30 a.m. to 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at wakefieldcapital.com.