Littlefield Asset Management, Inc.

Littlefield Asset Management, Inc. (CRD# 109602) is a financial advisory firm headquartered in , . They manage $106,294,951 in 107 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $993,411
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Littlefield Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David Littlefield, financial advisor Atlanta GA
David J. Littlefield
CRD#: 719005
Atlanta, GA

David Littlefield (CRD# 719005) is an Investment Advisor Representative working at Littlefield Asset Management, Inc. in Atlanta, GA and has over 10 years of experience in the finance industry.

2
William Portwood, financial advisor Canton GA
William B. Portwood
CRD#: 4853700
Canton, GA

William Portwood (CRD# 4853700) is an Investment Advisor Representative working at Littlefield Asset Management, Inc. in Canton, GA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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