Overview
Assets Under Management: $124 million
High-Net-Worth Clients: 26
Average Client Assets: $351,044
Frequently Asked Questions
LITTLEFIELD ASSET MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109602), LITTLEFIELD ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
LITTLEFIELD ASSET MANAGEMENT, INC. serves 26 high-net-worth clients according to their SEC filing dated June 30, 2025. View client details ↓
According to their SEC Form ADV, LITTLEFIELD ASSET MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
LITTLEFIELD ASSET MANAGEMENT, INC. manages $124 million in client assets according to their SEC filing dated June 30, 2025.
According to their SEC Form ADV, LITTLEFIELD ASSET MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.35
Average High-Net-Worth Client Assets: $351,044
Total Client Accounts: 112
Discretionary Accounts: 112
Regulatory Filings
CRD Number: 109602
Filing ID: 2000494
Last Filing Date: 2025-06-30 14:16:00
Website: https://yahoo.com