This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-29-2018
- Office Locations
- 1
Office Locations
About Anfield Wealth Management
Anfield Wealth Management is a fee-only, fiduciary RIA in Cleveland providing customized, evidence-based portfolio management, retirement planning, and consultative advice for individuals and nonprofits. The firm caps its practice at 50 families for high-touch service. Portfolios are primarily ETF-based and custodied at Schwab; founder Alex Doll, CFA, CFP has 10+ years’ experience and has been quoted in CNBC and The New York Times.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Alexander Bryan Doll
Chief Compliance Officer, Financial Advisor, Owner, President
- CRD
- #5913584
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,519,892 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,519,892 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing