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Littlefield David Joseph (Atlanta)


Littlefield David Joseph is a large advisory firm based in Atlanta. It manages $37.83 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.

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Littlefield David Joseph 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 David Joseph: assets under management

The assets under management (AUM) of Littlefield David Joseph is $37.83 million. 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 $34.3 million in discretionary accounts and $3.53 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $463.54 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.18 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Littlefield David Joseph for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

The principal office where Littlefield David Joseph 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 404-320-6261. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at littlefield-asset-mgmt.com.


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