Norfield Capital, LLC (Norwalk)

Norfield Capital 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.

Norfield Capital: assets under management

The assets under management (AUM) of Norfield Capital, LLC is $14.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $225 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Norfield Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Norwalk

The principal office where Norfield Capital, LLC performs its advisory services is located at 47 Lois Street, Norwalk, CT 06851, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-642-3490. The normal business hours are by appointment on Other. You can find more information about the New York firm at norfieldcapital.com.

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