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FRESHFIELD CAPITAL, LLC

CRD 150742

Visit website

1800 PRESTON PARK BLVD, SUITE 105, PLANO, TX, 75093, United States

Phone

214-552-6372

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$90.0M

Discretionary AUM

$90.0M

Team

3 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals68$50.0M
High net worth individuals20$40.0M

All web addresses on file

Official SEC filing: View on IAPD