R
$27.1M Total AUM
$27.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Citibank · Royal Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-19-2010
- Office Locations
- 1
Office Locations
-- Denver CO
About RCH Fields Family Wealth Management LLC
RCH Fields Family Wealth Management LLC is a Denver-based RIA. The firm has been operating for 15 years. Managing $27.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Citibank.
Team overview
70 AVG AGE
$27.1M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RAUL ANTHONY CHAVEZ
Chief Compliance Officer, Chief Executive Officer, Founder, MANAGING DIRECTOR
- CRD
- #3185803
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,122,148 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,122,148 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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