F
CRD: 142112
Fields Asset Management LLC
Denver, CO
3033253469
$4.6M Total AUM
$4.6M Disc. AUM
-- 3Y CAGR
1 Employees
126 ADV. Clients
19 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-12-2007
- Office Locations
- 1
Office Locations
-- Denver CO
About Fields Asset Management LLC
Fields Asset Management LLC is a Denver-based RIA. The firm has been operating for 19 years. Managing $4.6M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Insurance, Life Insurance.
Team overview
46 AVG AGE
$4.6M AVG AUM / ADVISOR
$36.1K AVG AUM / CLIENT
19.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Pathway
Investment Vehicles
Eagle
Services
Harbor Eagle wave Horizon fusion Matrix glacier
Owner & Executives
J
JOHN HARDIE FIELDS
Associate, President
- CRD
- #3178284
- Ownership
- 75% or more
(261) 342-4590
summit.prime@focuscapital.com
in linkedin.com/in/harbor-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,551,625 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,551,625 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,551,625
Equity - Exchange:
16.2% Public Funds:
26.1% U.S. Government/Agency:
9.7% Cash:
20.8% Derivatives:
27.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $259,076,006 | 16.2% |
| Public Funds | $417,400,231 | 26.1% |
| U.S. Government/Agency | $155,125,756 | 9.7% |
| Cash | $332,640,797 | 20.8% |
| Derivatives | $434,991,812 | 27.2% |
| Total | $1,599,234,602 | 100.0% |