Overview
Assets Under Management: $140 million
Headquarters: BRADENTON, FL
High-Net-Worth Clients: 50
Average Client Assets: $1.4 million
Frequently Asked Questions
SETCHFIELD ASSET MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113289), SETCHFIELD ASSET MANAGEMENT is subject to fiduciary duty under federal law.
SETCHFIELD ASSET MANAGEMENT is headquartered in BRADENTON, FL.
SETCHFIELD ASSET MANAGEMENT serves 50 high-net-worth clients according to their SEC filing dated March 10, 2024. View client details ↓
According to their SEC Form ADV, SETCHFIELD ASSET MANAGEMENT offers portfolio management for individuals. View all service details ↓
SETCHFIELD ASSET MANAGEMENT manages $140 million in client assets according to their SEC filing dated March 10, 2024.
According to their SEC Form ADV, SETCHFIELD ASSET MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.00%
Average Client Assets: $1.4 million
Total Client Accounts: 250
Discretionary Accounts: 248
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 113289
Filing ID: 1838382
Last Filing Date: 2024-03-10 13:15:00