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MAKEFIELD CAPITAL MANAGEMENT, LLC
MAKEFIELD CAPITAL MANAGEMENT, LLC
CENTER VALLEY, Pennsylvania
·
5 registered advisors
·
CRD# 156704
SEC# 801-72237
888-546-3922
01
Firm Overview
AUM
$11M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at MAKEFIELD CAPITAL MANAGEMENT, LLC
5 registered advisors
Jason Eugene Abruzere
CENTER VALLEY, Pennsylvania
CRD# 4121049
Jeffrey Brian Mokychic
CENTER VALLEY, Pennsylvania
CRD# 5901612
Jeffrey Thomas Roseme
CENTER VALLEY, Pennsylvania
CRD# 5592609
Stephen John Roseme
CENTER VALLEY, Pennsylvania
CRD# 1961169
William Peter Lynn
CENTER VALLEY, Pennsylvania
CRD# 2789131
05
Office Locations
CENTER VALLEY, Pennsylvania
5 advisors
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Data sourced from SEC Form ADV filings. MAKEFIELD CAPITAL MANAGEMENT, LLC (CRD# 156704) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.