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Littlefield Asset Mgmt. Inc. (Atlanta)


Littlefield Asset Mgmt. Inc. is a mid-sized advisory firm based in Atlanta. It manages $52.99 million of regulatory assets for 92 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Georgia.

Littlefield Asset Mgmt provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Littlefield Asset Mgmt: assets under management

The assets under management (AUM) of Littlefield Asset Mgmt. Inc. is $52.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $575.95 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Littlefield Asset Mgmt. Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

The principal office where Littlefield Asset Mgmt. Inc. performs its advisory services is located at 948 Castle Falls Drive, Atlanta, GA 30329 The mailing address of the firm is Po Box 15360, Atlanta, GA 30333. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-634-5404 or by fax 404-364-5404. The normal business hours are 9:00-4:00 on Monday - Friday.


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