FIELD CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
SANTA FE, New Mexico
CRD number
114229
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Field Capital Management, LLC operates as a limited liability company with a focus on providing financial planning services and portfolio management. The firm caters to individuals, small businesses, and institutions, offering tailored investment strategies that align with client goals. While it does not classify itself as a capital allocator, it engages in various advisory activities, primarily centered around financial planning and investment management. The firm does not actively pursue ESG investments, indicating a different approach to investment philosophy.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • JOLONDA FIELD

    MemberCRD 4454732

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SANTA FE, NM

SANTA FE

Location

SANTA FE, NM

Headquartered in SANTA FE, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.

Metro area
Albuquerque-Santa Fe-Las Vegas, NM
Region
West
County
SANTA FE
Address
1468 S Saint Francis Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth