Anfield Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 297329
- Website
- www.anfieldwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Anfield Wealth Management is an independent RIA organized as an LLC and owned by an individual. The firm advises individual and family clients and provides financial planning, discretionary portfolio management for individuals and small businesses, as well as investor education through newsletters and seminars. Its pricing options include percentage-of-AUM fees, hourly billing, and fixed-fee arrangements. Anfield reports it is not an active ESG investor and does not identify as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Alexander Doll
Principal & Financial AdvisorCRD 5913584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations