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Building 2ANFIELD ADVISORS, LLC

Map pinNEWPORT BEACH, CA
Phone949-891-0600
NotebookSEC #801-78391
Total AUM
$15.7M
Employees
6
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4041 MACARTHUR BOULEVARD
SUITE 155
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
949-891-0600

ReceiptFinancials

Total AUM
$15.7M
Accounts
103
Discretionary
$15.7M
Accounts
103
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
26
AUM
$15.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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