CRD: 113289
Setchfield Asset Management
$192.8M Total AUM
$182.5M Disc. AUM
15.5% 3Y CAGR
2 Employees
250 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-03-1999
- Office Locations
- 1
Office Locations
392 Aruba Circle Unit 101 Bradenton FL
About Setchfield Asset Management
Setchfield Asset Management is a Centennial, CO advisory firm providing financial planning and retirement-focused portfolio management. The firm emphasizes risk management, reducing exposure during volatile markets and adding risk as conditions stabilize to pursue prudent growth. Portfolios may use vehicles such as ETFs and mutual funds, with custody at Charles Schwab & Co.
Team overview
52 AVG AGE
$192.8M AVG AUM / ADVISOR
$771.2K AVG AUM / CLIENT
14.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
Cindi Jacobs
Administrative Assistant
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
STEVEN TERRY SETCHFIELD
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #2270971
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,500,000 | $521,429 |
| Non-Discretionary | $10,300,000 | $10,300,000 |
| Total | $192,800,000 | $549,288 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing