N
$8.2M Total AUM
$8.2M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-08-2015
- Office Locations
- 1
Office Locations
-- Madison CT
About Norfield Capital, LLC
Norfield Capital, LLC is a Madison-based RIA. The firm has been operating for 11 years. Managing $8.2M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Interactive Brokers.
Team overview
-- AVG AGE
$8.2M AVG AUM / ADVISOR
$241.5K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
P
PAWEL BOROWIEC
Chief Compliance Officer, Chief Investment Officer, Founder, Managing Member
- CRD
- #4665370
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,212,175 | $225,000 |
| Non-Discretionary | $0 | -- |
| Total | $8,212,175 | $225,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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