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MAYFIELD ADVISORS, INC.
PALO ALTO, CA
650-856-6600
SEC #801-124782Total AUM
$143.5M
Employees
4Clients
40Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
438 CAMBRIDGE AVENUE
SUITE 100
PALO ALTO
CA 94306-1404
United States
SUITE 100
PALO ALTO
CA 94306-1404
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
650-856-6600
Financials
Total AUM
$143.5M
Accounts
117Discretionary
$143.5M
Accounts
117Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
15AUM
$13.6M
HNW Individual Clients
23AUM
$126.9M
Pension/Profit Sharing Plan Clients
1AUM
$2M
Charitable Organization Clients
1AUM
$994.1K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.