Mayfield Advisors, Inc.

Mayfield Advisors, Inc. (CRD# 144072) is a financial advisory firm headquartered in Palo Alto, CA. They manage $120,640,919 in 122 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
438 Cambridge Avenue, Suite 100, Palo Alto, CA 94306
http://www.mayfieldadvisors.com
By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $988,860
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mayfield Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Yu-chi Peng-Lee, financial advisor Palo Alto CA
Yu-chi Peng-Lee
CRD#: 5410591
550 California Avenue, Suite 100, Palo Alto, CA 94306

Yu-chi Peng-Lee (CRD# 5410591) is an Investment Advisor Representative working at Mayfield Advisors, Inc. in Palo Alto, CA and has over 16 years of experience in the finance industry.

2
Christopher Torres, financial advisor Palo Alto CA
Christopher S. Torres
CRD#: 5410645
550 California Avenue, Suite 100, Palo Alto, CA 94306

Christopher Torres (CRD# 5410645) is an Investment Advisor Representative working at Mayfield Advisors, Inc. in Palo Alto, CA and has over 16 years of experience in the finance industry.

3
Lamberto Torres, financial advisor Palo Alto CA
Lamberto D. Torres
CRD#: 5343016
550 California Avenue, Suite 100, Palo Alto, CA 94306

Lamberto Torres (CRD# 5343016) is an Investment Advisor Representative working at Mayfield Advisors, Inc. in Palo Alto, CA and has 1 year of experience in the finance industry.

4
Mark Torres, financial advisor Palo Alto CA
Mark S. Torres
CRD#: 6721304
438 Cambridge Avenue, Suite 100, Palo Alto, CA 94306

Mark Torres (CRD# 6721304) is an Investment Advisor Representative working at Mayfield Advisors, Inc. in Palo Alto, CA and has over 7 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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