N
$54.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
135 ADV. Clients
30 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Optima unison
- Established Date
- 09-13-1995
- Office Locations
- 1
Office Locations
-- Auburn NH
About Nutfield Financial
Nutfield Financial is a New Hampshire-based independent advisor focused on personal financial planning and wealth preservation, including insurance, retirement, estate, and tax planning. The firm builds portfolios primarily with ETFs (with some cash and government bonds) and also uses mutual funds/annuities where appropriate. Works mainly with retirees and entrepreneurs, and operates on Broadridge.
Team overview
66 AVG AGE
$54.3M AVG AUM / ADVISOR
$402.1K AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Alpha
Client Personas
Radial
Custodian
Pioneer
Investment Themes
Pathway capital Pioneer Alpha
Investment Vehicles
Catalyst
Services
Zenith glacier Vector Catalyst Wave Optima Crest element Legacy north
Technology
Unison atlas
Owner & Executives
DAVID HAROLD MCLAUGHLIN
Investment Advisor, President
- CRD
- #2612813
- Ownership
- 75% or more
(201) 869-1093
unison.unison@elementcapital.com
in linkedin.com/in/timber-delta
Showing 1 of 1 owners & executives
Unlock allContacts
D
DANIEL DAVID MCLAUGHLIN
--
- CRD
- #5394949
(395) 378-4475
meridian.vector@deltacapital.com
in linkedin.com/in/crest-capital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $54,283,790 | -- |
| Total | $54,283,790 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,283,790
Equity - Exchange:
62.0% Cash:
26.5% U.S. Government/Agency:
11.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,771,843,581 | 62.0% |
| Cash | $1,184,739,595 | 26.5% |
| U.S. Government/Agency | $514,132,278 | 11.5% |
| Total | $4,470,715,454 | 100.0% |