Littlefield Asset Management, Inc.

EST. AUM
$141,077,612

CONTACTS
1

CLIENT ACCOUNTS
114

Firm Details

Metro area Atlanta
CRD Number 109602
Website -
Client types

Overview

Littlefield Asset Management, Inc., headquartered at 948 Castle Falls Drive in Atlanta, Georgia, is a boutique investment advisory firm founded in 1985 and incorporated in Georgia in 2013. Led by David J. Littlefield, who serves as President, CEO, CFO, and Chief Compliance Officer, the firm provides personalized portfolio management services tailored to the financial goals and risk profiles of individuals and small businesses. As of its last reported filing, the firm managed approximately $83.86 million in discretionary assets across 107 client accounts, primarily investing in equities and exchange-traded funds, with custodial services through Charles Schwab & Co. and Morgan Stanley. In 2013, the Georgia Securities Division issued a consent order against Littlefield Asset Management for operating without proper state registration, resulting in a $7,000 civil penalty and mandated compliance reforms. Despite this regulatory history, the firm continues to serve clients in Georgia, emphasizing customized investment strategies and fiduciary responsibility.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Littlefield Asset Management, Inc.

Platform Details

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