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SETCHFIELD ASSET MANAGEMENT
392 Aruba Circle
Unit 101
Bradenton, Florida 34209
Tel: 303-627-1099
About SETCHFIELD ASSET MANAGEMENT
SETCHFIELD ASSET MANAGEMENT, formally registered with the SEC as SETCHFIELD ASSET MANAGEMENT. The firm was established in 06/10/2019. They have over 2 offices throughout the country.
SETCHFIELD ASSET MANAGEMENT is a Bradenton, Florida based Financial Planning firm with nearly $171,000,000 assets under management, offering retirement planning & investment advisory services to 225 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113289 |
| SEC# | 801-116770 |
| Assets Managed by Firm | $171,000,000 |
| No. of Clients | 225 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 225 | $171,000,000 |
| Individuals (other than high net worth individuals) | 225 | $171,000,000 |
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