This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-15-2007
- Office Locations
- 1
Office Locations
About Mayfield Advisors, Inc.
Mayfield Advisors, Inc. provides investment management and strategic wealth planning for individuals and families—from first-time investors to those nearing or in retirement. The team builds personalized financial, retirement, and investment plans, incorporating tax planning and charitable giving as needs evolve. Portfolios emphasize long-term strategy, diversification, and staying focused through market noise. Relationships are typically custodied at Schwab or Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
LAMBERTO DURAN TORRES
Investment Advisor, President, Secretary, TREASURER
- CRD
- #5343016
- Ownership
- 75% or more
Mark Santa Maria Torres
ADVISOR, Chief Compliance Officer
- CRD
- #6721304
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
YU-CHI PENG-LEE
Investment Advisor
- CRD
- #5410591
CHRISTOPHER SANTA MARIA TORRES
Advisor
- CRD
- #5410645
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,464,721 | $1,226,194 |
| Non-Discretionary | $0 | -- |
| Total | $143,464,721 | $1,226,194 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $143,464,721
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $114,373,661 | 22.5% |
| Municipal Bonds | $105,223,768 | 20.7% |
| U.S. Government/Agency | $93,023,911 | 18.3% |
| Cash | $105,223,768 | 20.7% |
| Equity - Exchange | $90,482,276 | 17.8% |
| Total | $508,327,384 | 100.0% |