Anfield Wealth Management
RIAState Registered
Total AUM
$17.5M
Discretionary
$17.5M
100% of AUM
Avg account
$307K
Accounts
57
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 297329
- Website
- www.anfieldwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Anfield Wealth Management is an independent RIA organized as an LLC and owned by an individual. The firm advises individual and family clients and provides financial planning, discretionary portfolio management for individuals and small businesses, as well as investor education through newsletters and seminars. Its pricing options include percentage-of-AUM fees, hourly billing, and fixed-fee arrangements. Anfield reports it is not an active ESG investor and does not identify as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Treeline Financial Planning
RIAAUM $17.5MTEAM 1REPS 1
Foundation Financial Inc.
RIAAUM $17.5MTEAM 1REPS 1
Sophos Wealth Management
RIAAUM $17.5MTEAM 1REPS 1
Dakota Asset Management, LLC
RIAAUM $17.5MTEAM 2REPS 2
Rawlings Wealth Management
RIAAUM $17.5MTEAM 1REPS 1
Sentient Financial, LLC
RIALaguna Niguel, CA
AUM $17.5MTEAM 1REPS 1