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Fields, Anthony (Lyons)


Fields, Anthony is a large advisory firm based in Lyons. It manages $400 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Illinois.

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Fields, Anthony provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fields, Anthony: assets under management

The assets under management (AUM) of Fields, Anthony is $400 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 $200 million in discretionary accounts and $200 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fields, Anthony for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lyons

The principal office where Fields, Anthony performs its advisory services is located at 8155 W. Ogden Avenue, # 19, Lyons, IL 60534 The mailing address of the firm is 8155 W. Ogden Avenue, # 19, Lyons, IL 60534. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 708-743-4311 or by fax 708-221-6445. The normal business hours are 8:00am to 5:00pm cdt on Monday - Friday. You can find more information about the New York firm at www.anthonyfieldsandassociates.com.


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