MAYFIELD ADVISORS, INC.
CRD #144072 SEC #801-124782 PALO ALTO, CA 650-856-6600
SEC Registered
Total AUM
$127M
Discretionary
$127M
Employees
4
Clients
0
Accounts
117
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $127M | $127M | $0 | 4 | 0 |
| Mar 2024 | $120.6M | $120.6M | $0 | 4 | 0 |
| Jul 2023 | $105.4M | $105.4M | $0 | 4 | 0 |
| Mar 2023 | $105.4M | $105.4M | $0 | 4 | 0 |
| Jul 2022 | $121.9M | $121.9M | $0 | 4 | 0 |
| Mar 2022 | $121.9M | $121.9M | $0 | 4 | 0 |
DateMar 2025
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees4
Clients0
DateJul 2022
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees4
Clients0