L
CRD: 109602
Littlefield Asset Management, Inc.
Atlanta, GA
4048085414
$141.1M Total AUM
$141.1M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2007
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Littlefield Asset Management, Inc.
Littlefield Asset Management, Inc. is a Atlanta-based RIA. The firm has been operating for 19 years. Managing $141.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$141.1M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
12.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Services
Quantum Radial
Owner & Executives
D
DAVID J LITTLEFIELD JR
Chief Compliance Officer, President, Vice President
- CRD
- #719005
- Ownership
- 75% or more
(548) 423-1158
legacy.atlas@capitalcapital.com
in linkedin.com/in/catalyst-optima
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,077,612 | $1,237,523 |
| Non-Discretionary | $0 | -- |
| Total | $141,077,612 | $1,237,523 |
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Separately Managed Accounts
Total SMA Asset: $141,077,612
Equity - OTC:
18.6% Equity - Exchange:
49.0% Cash:
32.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $710,898,990 | 18.6% |
| Equity - Exchange | $1,872,798,415 | 49.0% |
| Cash | $1,238,340,176 | 32.4% |
| Total | $3,822,037,581 | 100.0% |