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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