Advisor at Littlefield Asset Management, Inc.
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Firm
Littlefield Asset Management, Inc.
Location
Atlanta, GA
Credentials
Series 65
Industry experience
15 years
David Littlefield is the sole advisor at Littlefield Asset Management, Inc. in Atlanta, GA, holding a Series 65 credential with 15 years of industry experience. He has been with Littlefield Asset Management since 1985. Littlefield Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, tailoring portfolios to their financial conditions and objectives. The firm employs a value-oriented equity strategy focused on high-quality, predominantly blue-chip companies judged to be undervalued through fundamental analysis, and manages approximately $124 million across about 54 client relationships.
Based on Littlefield Asset Management, Inc.
Negotiable flat fee assessed quarterly for some clients, particularly those with smaller accounts
Atlanta, GA
Georgia
Littlefield Asset Management, Inc.
1985 - Present (41 years)
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