FIELD CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SANTA FE, New Mexico
- CRD number
- 114229
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Field Capital Management, LLC operates as a limited liability company with a focus on providing financial planning services and portfolio management. The firm caters to individuals, small businesses, and institutions, offering tailored investment strategies that align with client goals. While it does not classify itself as a capital allocator, it engages in various advisory activities, primarily centered around financial planning and investment management. The firm does not actively pursue ESG investments, indicating a different approach to investment philosophy.
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
Contacts
1 of 1JOLONDA FIELD
MemberCRD 4454732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANTA FE, NM
SANTA FE
Location
SANTA FE, NM
Headquartered in SANTA FE, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.
- Metro area
- Albuquerque-Santa Fe-Las Vegas, NM
- Region
- West
- County
- SANTA FE
- Address
- 1468 S Saint Francis Dr
- Time zone
- MT (UTC-7)
- Office locations
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