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Building 2SETCHFIELD ASSET MANAGEMENT

Map pinBRADENTON, FL
Phone303-627-1099
NotebookSEC #801-116770
Total AUM
$192.8M
Employees
2
Clients
250

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
392 ARUBA CIRCLE
UNIT 101
BRADENTON
FL 34209
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
303-627-1099
Other Offices
1

ReceiptFinancials

Total AUM
$192.8M
Accounts
351
Discretionary
$182.5M
Accounts
350
Non-Discretionary
$10.3M
Accounts
1

ContactClients

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Individual Clients
200
AUM
$150M
HNW Individual Clients
50
AUM
$42.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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