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Building 2OLD FIELD ADVISORS LLC

Map pin
Phone631-751-7230
NotebookSEC #801-122133
Total AUM
$30.6M
Employees
1
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
631-751-7230
Other Offices
2

ReceiptFinancials

Total AUM
$30.6M
Accounts
61
Discretionary
$30.6M
Accounts
61
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$341.4K
HNW Individual Clients
10
AUM
$28.2M
Charitable Organization Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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