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Home > Retirement Planners > california > palo alto > MAYFIELD ADVISORS, INC.
MAYFIELD ADVISORS, INC.
438 Cambridge Avenue
Suite 100
Palo Alto, California 94306-1404
Tel: 650-856-6600
About MAYFIELD ADVISORS, INC.
MAYFIELD ADVISORS, INC, formally registered with the SEC as MAYFIELD ADVISORS, INC. The firm was established in 04/29/2022. They have over 1 offices throughout the country.
MAYFIELD ADVISORS, INC. is a Palo Alto, California based Financial Planning firm with nearly $120,640,919 assets under management, offering retirement planning & investment advisory services to 122 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144072 |
| SEC# | 801-124782 |
| Assets Managed by Firm | $120,640,919 |
| No. of Clients | 122 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 122 | $120,640,919 |
| Individuals (other than high net worth individuals) | 16 | $10,808,485 |
| High net worth individuals | 22 | $107,515,850 |
| Pension and profit sharing plans | 1 | $1,538,329 |
| Charitable organizations | 1 | $778,255 |
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