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).
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Total Assets Under Management121MILLION
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Total Number of Accounts122ACCOUNTS
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Average Account Value$988,860
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA
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.
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.
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.
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.