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MAYFIELD ADVISORS, INC.
CRD 144072 · SEC 801-124782
438 CAMBRIDGE AVENUE, SUITE 100, PALO ALTO, CA, 94306-1404, United States
Phone
650-856-6600
Fax
650-856-6191
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$143.5M
Discretionary AUM
$143.5M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $13.6M |
| High net worth individuals | 23 | $126.9M |
| Pension/profit sharing plans | 1 | $2.0M |
| Charitable organizations | 1 | $994K |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD